+40.1%
CSGP vs FWONK
+369.9%
-329.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.7% |
| 7D | -5.1% | -2.1% | -3.1% | -4.5% |
| 30D | +0.3% | -7.7% | +8.0% | +2.9% |
| 3M | -9.1% | +9.3% | -18.4% | -11.7% |
| 6M | -37.3% | +13.3% | -50.6% | -40.0% |
| YTD | -54.9% | -3.6% | -51.3% | -54.7% |
| 1Y | -65.5% | -6.8% | -58.8% | -65.1% |
| 3Y | -63.3% | +43.9% | -107.1% | -68.3% |
| 5Y | -65.8% | +94.4% | -160.2% | -73.4% |
| 10Y | +40.1% | +353.8% | -313.7% | -9.6% |
| All | +40.1% | +369.9% | -329.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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