-64.8%
CSGP vs MNDY
-76.2%
+11.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.4% | +4.0% | -1.1% |
| 7D | -4.1% | -9.6% | +5.5% | -2.1% |
| 30D | +2.3% | -0.4% | +2.7% | +2.1% |
| 3M | -8.2% | +4.3% | -12.5% | -9.5% |
| 6M | -35.1% | +19.8% | -54.8% | -38.1% |
| YTD | -54.0% | -38.3% | -15.7% | -50.6% |
| 1Y | -65.3% | -50.1% | -15.2% | -61.5% |
| 3Y | -62.6% | -48.4% | -14.1% | -61.6% |
| All | -64.8% | -76.2% | +11.5% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling