+3,446.1%
CSGP vs GEN
+2,559.8%
+886.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.0% | +0.1% | +2.9% |
| 7D | +18.3% | +26.9% | -8.6% | +10.2% |
| 30D | +17.8% | +38.6% | -20.9% | +7.1% |
| 3M | +9.3% | +9.7% | -0.5% | +5.7% |
| 6M | -7.9% | +58.9% | -66.8% | -20.3% |
| YTD | -51.5% | +15.3% | -66.9% | -54.0% |
| 1Y | -53.3% | +21.8% | -75.1% | -56.4% |
| 3Y | -57.9% | +85.8% | -143.7% | -65.6% |
| 5Y | -61.3% | +37.4% | -98.7% | -66.1% |
| 10Y | +77.5% | +174.0% | -96.5% | +19.8% |
| All | +3,446.1% | +2,559.8% | +886.4% | +782.7% |
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 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