+65.2%
CSGP vs NDAQ
+475.8%
-410.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.8% |
| 7D | +1.3% | +0.8% | +0.4% | +0.8% |
| 30D | +10.7% | +16.5% | -5.8% | +0.9% |
| 3M | +3.3% | +13.5% | -10.2% | -4.5% |
| 6M | -10.3% | +20.9% | -31.3% | -20.4% |
| YTD | -54.6% | +11.4% | -66.0% | -57.5% |
| 1Y | -54.6% | +25.9% | -80.6% | -60.6% |
| 3Y | -60.3% | +119.9% | -180.2% | -75.5% |
| 5Y | -63.3% | +61.7% | -125.1% | -73.4% |
| All | +65.2% | +475.8% | -410.6% | -33.7% |
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