+40.1%
CSGP vs MOH
+256.9%
-216.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.4% |
| 7D | -5.1% | -3.3% | -1.8% | -4.5% |
| 30D | +0.3% | -0.1% | +0.4% | +0.3% |
| 3M | -9.1% | -1.1% | -8.1% | -9.3% |
| 6M | -37.3% | +35.9% | -73.2% | -41.6% |
| YTD | -54.9% | +13.1% | -68.0% | -56.9% |
| 1Y | -65.5% | +11.8% | -77.4% | -67.3% |
| 3Y | -63.3% | -38.7% | -24.5% | -62.0% |
| 5Y | -65.8% | -25.1% | -40.7% | -66.6% |
| 10Y | +40.1% | +243.8% | -203.7% | +4.3% |
| All | +40.1% | +256.9% | -216.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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