-60.3%
CSGP vs FND
-36.7%
-23.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.6% |
| 7D | +1.3% | +7.7% | -6.4% | -0.6% |
| 30D | +10.7% | +11.9% | -1.2% | +7.6% |
| 3M | +3.3% | -14.6% | +17.8% | +6.5% |
| 6M | -10.3% | +0.5% | -10.8% | -11.7% |
| YTD | -54.6% | -15.8% | -38.7% | -53.7% |
| 1Y | -54.6% | -12.9% | -41.7% | -54.3% |
| 3Y | -60.3% | -34.2% | -26.2% | -59.9% |
| All | -60.3% | -36.7% | -23.6% | -59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling