+73.3%
CSGP vs HDB
+54.7%
+18.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.1% |
| 7D | +13.9% | +13.3% | +0.6% | +9.6% |
| 30D | +16.0% | +10.2% | +5.8% | +12.6% |
| 3M | +6.1% | +3.6% | +2.5% | +4.8% |
| 6M | -8.2% | -0.5% | -7.6% | -8.8% |
| YTD | -52.3% | -32.4% | -19.9% | -46.7% |
| 1Y | -54.5% | -31.1% | -23.4% | -49.5% |
| 3Y | -58.6% | -12.6% | -46.0% | -58.3% |
| 5Y | -61.5% | -25.7% | -35.8% | -59.8% |
| All | +73.3% | +54.7% | +18.6% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling