+73.3%
CSGP vs GEN
+164.3%
-90.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | +13.9% | +8.5% | +5.4% | +11.2% |
| 30D | +16.0% | +34.2% | -18.2% | +5.9% |
| 3M | +6.1% | +10.0% | -3.9% | +2.4% |
| 6M | -8.2% | +56.8% | -64.9% | -20.7% |
| YTD | -52.3% | +14.2% | -66.6% | -54.8% |
| 1Y | -54.5% | +20.8% | -75.3% | -57.5% |
| 3Y | -58.6% | +84.1% | -142.6% | -66.0% |
| 5Y | -61.5% | +37.1% | -98.6% | -66.3% |
| All | +73.3% | +164.3% | -90.9% | +22.0% |
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