+62.6%
CSGP vs MKTX
+14.5%
+48.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -7.1% | +0.3% | -7.4% | -7.2% |
| 30D | +3.6% | +0.9% | +2.7% | +3.4% |
| 3M | -2.7% | +2.7% | -5.4% | -3.4% |
| 6M | -8.0% | +15.6% | -23.6% | -12.8% |
| YTD | -55.0% | -7.0% | -48.0% | -54.5% |
| 1Y | -55.8% | -1.2% | -54.5% | -56.0% |
| 3Y | -62.0% | -22.2% | -39.8% | -60.8% |
| 5Y | -62.9% | -53.7% | -9.2% | -56.4% |
| 10Y | +62.6% | +13.0% | +49.6% | +56.7% |
| All | +62.6% | +14.5% | +48.1% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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