-7.7%
CSGP vs EQX
+243.0%
-250.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -2.3% |
| 7D | -4.1% | -1.4% | -2.7% | -4.0% |
| 30D | +2.3% | +24.4% | -22.1% | +0.8% |
| 3M | -8.2% | +11.6% | -19.8% | -9.1% |
| 6M | -35.1% | -25.0% | -10.1% | -34.1% |
| YTD | -54.0% | -8.4% | -45.6% | -54.2% |
| 1Y | -65.3% | +43.4% | -108.7% | -66.8% |
| 3Y | -62.6% | +162.0% | -224.5% | -66.9% |
| 5Y | -64.8% | +70.1% | -135.0% | -68.9% |
| All | -7.7% | +243.0% | -250.7% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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