+65.1%
CSGP vs IBN
+364.2%
-299.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.2% | -3.3% |
| 7D | -3.2% | +15.8% | -18.9% | -7.3% |
| 30D | +2.2% | +25.1% | -22.8% | -4.1% |
| 3M | -3.7% | +16.0% | -19.6% | -7.7% |
| 6M | -7.4% | +32.8% | -40.2% | -14.8% |
| YTD | -54.9% | +18.0% | -72.9% | -57.2% |
| 1Y | -54.9% | +15.9% | -70.8% | -57.0% |
| 3Y | -61.9% | +57.6% | -119.6% | -67.2% |
| 5Y | -63.1% | +74.7% | -137.8% | -69.2% |
| 10Y | +65.1% | +373.9% | -308.8% | +9.5% |
| All | +65.1% | +364.2% | -299.0% | +9.5% |
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