-33.2%
CSGP vs INFQ
-37.6%
+4.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +19.5% | -24.2% | -3.4% |
| 7D | +1.3% | +0.1% | +1.1% | +1.6% |
| 30D | +10.7% | -23.6% | +34.3% | +10.1% |
| 3M | +3.3% | -20.0% | +23.3% | +2.7% |
| 6M | -10.3% | -34.4% | +24.1% | -10.4% |
| All | -33.2% | -37.6% | +4.4% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 1y: compounded portfolio wealth divided by compounded INFQ 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…
1y analysis · Full analysis span regression · 6 months rolling