-54.6%
CSGP vs DAR
+54.9%
-109.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -4.8% |
| 7D | +1.3% | -9.9% | +11.2% | +0.2% |
| 30D | +10.7% | -16.4% | +27.1% | +8.8% |
| 3M | +3.3% | -17.1% | +20.3% | +1.1% |
| 6M | -10.3% | -20.5% | +10.1% | -12.3% |
| YTD | -54.6% | +39.4% | -94.0% | -56.5% |
| 1Y | -54.6% | +57.2% | -111.9% | -57.8% |
| All | -54.6% | +54.9% | -109.6% | -57.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling