-8.2%
CSGP vs GWW
+27.3%
-35.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +0.9% | -1.0% |
| 7D | +13.9% | +5.8% | +8.1% | +12.4% |
| 30D | +16.0% | +13.8% | +2.2% | +13.5% |
| 3M | +6.1% | +13.2% | -7.1% | +4.0% |
| 6M | -8.2% | +28.4% | -36.6% | -10.0% |
| All | -8.2% | +27.3% | -35.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 6mo: compounded portfolio wealth divided by compounded GWW 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…
6mo analysis · Full analysis span regression · 6 months rolling