-62.8%
CSGP vs HAS
+44.2%
-107.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -4.1% | -1.8% | -2.3% | -3.6% |
| 30D | +2.3% | +2.3% | +0.1% | +1.8% |
| 3M | -8.2% | +10.4% | -18.5% | -10.7% |
| 6M | -35.1% | -3.2% | -31.8% | -34.8% |
| YTD | -54.0% | +15.4% | -69.4% | -56.4% |
| 1Y | -65.3% | +18.8% | -84.1% | -67.5% |
| All | -62.8% | +44.2% | -107.0% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling