+77.5%
CSGP vs DOC
+19.9%
+57.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.1% | +0.9% | +2.8% |
| 7D | +18.3% | +8.7% | +9.6% | +14.5% |
| 30D | +17.8% | +7.6% | +10.1% | +14.7% |
| 3M | +9.3% | -5.3% | +14.5% | +11.7% |
| 6M | -7.9% | +27.6% | -35.5% | -17.0% |
| YTD | -51.5% | +32.4% | -84.0% | -57.0% |
| 1Y | -53.3% | +22.9% | -76.2% | -57.4% |
| 3Y | -57.9% | +43.1% | -101.0% | -64.3% |
| 5Y | -61.3% | -21.4% | -39.9% | -58.9% |
| 10Y | +77.5% | +16.8% | +60.7% | +62.0% |
| All | +77.5% | +19.9% | +57.7% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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