-54.9%
CSGP vs BR
-10.5%
-44.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.2% |
| 7D | -3.2% | +5.0% | -8.2% | -7.3% |
| 30D | +2.2% | +16.6% | -14.4% | -10.1% |
| 3M | -3.7% | +12.0% | -15.6% | -12.5% |
| 6M | -7.4% | +30.7% | -38.2% | -26.1% |
| YTD | -54.9% | -11.9% | -43.0% | -50.6% |
| 1Y | -54.9% | -11.6% | -43.3% | -50.7% |
| All | -54.9% | -10.5% | -44.3% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling