-58.4%
CSGP vs GEN
+84.3%
-142.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | +13.9% | +8.5% | +5.4% | +10.6% |
| 30D | +16.0% | +34.2% | -18.2% | +3.9% |
| 3M | +6.1% | +10.0% | -3.9% | +1.7% |
| 6M | -8.2% | +56.8% | -64.9% | -22.9% |
| YTD | -52.3% | +14.2% | -66.6% | -55.2% |
| 1Y | -54.5% | +20.8% | -75.3% | -58.0% |
| All | -58.4% | +84.3% | -142.7% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling