+65.2%
CSGP vs HDB
+57.5%
+7.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.8% | -6.5% | -5.2% |
| 7D | +1.3% | +13.3% | -12.1% | -2.6% |
| 30D | +10.7% | +13.6% | -2.9% | +6.4% |
| 3M | +3.3% | +5.8% | -2.5% | +1.3% |
| 6M | -10.3% | -1.9% | -8.4% | -10.5% |
| YTD | -54.6% | -31.2% | -23.4% | -49.5% |
| 1Y | -54.6% | -29.6% | -25.1% | -50.0% |
| 3Y | -60.3% | -10.1% | -50.2% | -60.5% |
| 5Y | -63.3% | -24.3% | -39.0% | -61.9% |
| All | +65.2% | +57.5% | +7.7% | +29.7% |
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