+67.3%
CSGP vs INDA
+104.1%
-36.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.2% | +1.7% |
| 7D | -1.8% | +6.1% | -7.9% | -4.8% |
| 30D | +5.3% | +11.7% | -6.4% | -0.4% |
| 3M | +3.3% | +2.1% | +1.2% | +2.2% |
| 6M | -4.7% | +3.2% | -7.8% | -6.4% |
| YTD | -53.5% | -4.9% | -48.7% | -52.5% |
| 1Y | -53.7% | -4.4% | -49.4% | -52.9% |
| 3Y | -59.7% | +17.6% | -77.3% | -63.6% |
| 5Y | -62.5% | +9.9% | -72.3% | -64.8% |
| 10Y | +67.3% | +102.7% | -35.4% | +17.5% |
| All | +67.3% | +104.1% | -36.8% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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