+3,388.4%
CSGP vs DAR
+599.3%
+2,789.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.4% | -1.4% |
| 7D | +13.9% | -8.1% | +22.0% | +14.5% |
| 30D | +16.0% | -17.1% | +33.1% | +17.4% |
| 3M | +6.1% | -12.3% | +18.4% | +6.9% |
| 6M | -8.2% | -21.8% | +13.6% | -6.9% |
| YTD | -52.3% | +40.8% | -93.2% | -53.6% |
| 1Y | -54.5% | +57.4% | -111.9% | -56.1% |
| 3Y | -58.6% | +12.1% | -70.7% | -59.5% |
| 5Y | -61.5% | -40.2% | -21.3% | -61.1% |
| 10Y | +74.7% | +280.1% | -205.4% | +57.1% |
| All | +3,388.4% | +599.3% | +2,789.1% | +5,206.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling