+44.1%
CSGP vs GEN
+162.9%
-118.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.3% | -1.8% |
| 7D | -4.1% | -1.2% | -2.9% | -3.7% |
| 30D | +2.3% | +10.1% | -7.8% | -0.7% |
| 3M | -8.2% | +16.1% | -24.3% | -12.2% |
| 6M | -35.1% | +38.9% | -73.9% | -41.5% |
| YTD | -54.0% | +14.4% | -68.5% | -56.2% |
| 1Y | -65.3% | +5.9% | -71.2% | -66.2% |
| 3Y | -62.6% | +58.8% | -121.4% | -67.9% |
| 5Y | -64.8% | +24.7% | -89.5% | -68.3% |
| All | +44.1% | +162.9% | -118.7% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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