+3,264.4%
CSGP vs GEN
+2,539.1%
+725.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.3% | -1.8% |
| 7D | -4.1% | -1.2% | -2.9% | -3.8% |
| 30D | +2.3% | +10.1% | -7.8% | -0.5% |
| 3M | -8.2% | +16.1% | -24.3% | -12.0% |
| 6M | -35.1% | +38.9% | -73.9% | -41.2% |
| YTD | -54.0% | +14.4% | -68.5% | -56.0% |
| 1Y | -65.3% | +5.9% | -71.2% | -66.1% |
| 3Y | -62.6% | +58.8% | -121.4% | -67.8% |
| 5Y | -64.8% | +24.7% | -89.5% | -68.1% |
| 10Y | +45.1% | +163.1% | -118.0% | -0.5% |
| All | +3,264.4% | +2,539.1% | +725.3% | +744.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling