+62.6%
CSGP vs IBN
+389.8%
-327.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -7.1% | +11.1% | -18.2% | -10.0% |
| 30D | +3.6% | +23.9% | -20.2% | -2.6% |
| 3M | -2.7% | +16.3% | -19.1% | -7.0% |
| 6M | -8.1% | +34.2% | -42.3% | -15.7% |
| YTD | -55.0% | +17.6% | -72.5% | -57.2% |
| 1Y | -55.8% | +13.8% | -69.6% | -57.6% |
| 3Y | -62.0% | +57.0% | -119.0% | -67.2% |
| 5Y | -62.9% | +75.3% | -138.3% | -69.1% |
| 10Y | +62.6% | +388.7% | -326.1% | +7.1% |
| All | +62.6% | +389.8% | -327.3% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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