+65.1%
CSGP vs NDAQ
+472.5%
-407.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -3.8% |
| 7D | -3.2% | +2.9% | -6.0% | -4.8% |
| 30D | +2.2% | +17.5% | -15.3% | -7.3% |
| 3M | -3.7% | +15.4% | -19.1% | -11.9% |
| 6M | -7.4% | +24.6% | -32.1% | -19.4% |
| YTD | -54.9% | +14.4% | -69.3% | -58.5% |
| 1Y | -54.9% | +26.9% | -81.8% | -61.0% |
| 3Y | -61.9% | +119.8% | -181.7% | -76.5% |
| 5Y | -63.1% | +70.5% | -133.6% | -74.0% |
| 10Y | +65.1% | +475.8% | -410.6% | -34.4% |
| All | +65.1% | +472.5% | -407.3% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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