-33.7%
CSGP vs INFQ
-34.4%
+0.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -3.1% |
| 7D | -3.2% | +10.8% | -13.9% | -2.2% |
| 30D | +2.2% | -15.3% | +17.5% | +2.2% |
| 3M | -3.7% | -20.0% | +16.4% | -3.9% |
| 6M | -7.4% | -22.9% | +15.4% | -6.9% |
| All | -33.7% | -34.4% | +0.7% | -35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling