-63.2%
CSGP vs GEN
+32.5%
-95.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.6% | -2.0% | -3.7% |
| 7D | +1.3% | +2.3% | -1.0% | +0.5% |
| 30D | +10.7% | +33.1% | -22.4% | -0.9% |
| 3M | +3.3% | +6.5% | -3.2% | 0.0% |
| 6M | -10.3% | +53.8% | -64.1% | -24.9% |
| YTD | -54.6% | +11.2% | -65.8% | -57.0% |
| 1Y | -54.6% | +19.4% | -74.0% | -58.2% |
| 3Y | -60.3% | +81.0% | -141.4% | -69.3% |
| All | -63.2% | +32.5% | -95.7% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling