-54.6%
CSGP vs FND
-16.0%
-38.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.6% |
| 7D | +1.3% | +7.7% | -6.4% | 0.0% |
| 30D | +10.7% | +11.9% | -1.2% | +8.5% |
| 3M | +3.3% | -14.6% | +17.8% | +4.1% |
| 6M | -10.3% | +0.5% | -10.8% | -11.0% |
| YTD | -54.6% | -15.8% | -38.7% | -53.9% |
| 1Y | -54.6% | -12.9% | -41.7% | -54.6% |
| All | -54.6% | -16.0% | -38.7% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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