-53.3%
CSGP vs CG
-14.1%
-39.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.5% | -0.5% | +2.4% |
| 7D | +18.3% | +9.4% | +8.9% | +14.5% |
| 30D | +17.8% | +8.7% | +9.1% | +14.0% |
| 3M | +9.3% | -15.0% | +24.2% | +14.2% |
| 6M | -7.9% | -13.2% | +5.3% | -3.9% |
| YTD | -51.5% | -26.2% | -25.4% | -44.9% |
| 1Y | -53.3% | -14.1% | -39.2% | -50.5% |
| All | -53.3% | -14.1% | -39.2% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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