+3,264.4%
CSGP vs GWW
+4,086.0%
-821.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.8% |
| 7D | -4.1% | +1.4% | -5.5% | -4.6% |
| 30D | +2.3% | +3.3% | -1.0% | +0.9% |
| 3M | -8.2% | +2.9% | -11.1% | -9.6% |
| 6M | -35.1% | +15.8% | -50.8% | -39.4% |
| YTD | -54.0% | +32.0% | -86.1% | -59.6% |
| 1Y | -65.3% | +29.9% | -95.2% | -69.4% |
| 3Y | -62.6% | +91.1% | -153.6% | -72.3% |
| 5Y | -64.8% | +223.9% | -288.8% | -79.3% |
| 10Y | +45.1% | +567.0% | -522.0% | -42.1% |
| All | +3,264.4% | +4,086.0% | -821.6% | +437.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling