+60.0%
CSGP vs DAR
+311.7%
-251.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.7% | +2.6% |
| 7D | +1.3% | +11.6% | -10.2% | -1.0% |
| 30D | +2.8% | -10.2% | +13.1% | +4.9% |
| 3M | -6.3% | -14.8% | +8.5% | -3.6% |
| 6M | -3.2% | -10.1% | +6.9% | -1.9% |
| YTD | -54.0% | +55.5% | -109.5% | -59.1% |
| 1Y | -54.8% | +61.7% | -116.5% | -60.3% |
| 3Y | -60.6% | +37.2% | -97.7% | -65.4% |
| 5Y | -62.6% | -26.9% | -35.7% | -62.7% |
| All | +60.0% | +311.7% | -251.7% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling