-53.3%
CSGP vs BRKR
+65.8%
-119.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +12.9% | -8.9% | +4.0% |
| 7D | +18.3% | +2.9% | +15.4% | +18.2% |
| 30D | +17.8% | -0.1% | +17.9% | +17.9% |
| 3M | +9.3% | +26.9% | -17.7% | +7.6% |
| 6M | -7.9% | +75.6% | -83.5% | -16.7% |
| YTD | -51.5% | +35.8% | -87.4% | -55.6% |
| 1Y | -53.3% | +58.6% | -112.0% | -60.2% |
| All | -53.3% | +65.8% | -119.1% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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