-63.1%
CSGP vs FRSH
-66.7%
+3.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +1.3% | +4.6% | -3.3% | 0.0% |
| 30D | +2.8% | -7.5% | +10.3% | +4.6% |
| 3M | -6.3% | -0.1% | -6.2% | -7.0% |
| 6M | -3.2% | +54.5% | -57.7% | -15.1% |
| YTD | -54.0% | +3.4% | -57.4% | -55.4% |
| 1Y | -54.8% | +6.4% | -61.2% | -56.5% |
| 3Y | -60.6% | -26.3% | -34.3% | -60.2% |
| All | -63.1% | -66.7% | +3.6% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling