-61.5%
CSGP vs NDAQ
+120.1%
-181.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +3.6% | +16.3% | -12.7% | -6.5% |
| 3M | -2.7% | +15.8% | -18.6% | -12.1% |
| 6M | -8.1% | +24.8% | -32.9% | -21.2% |
| YTD | -55.0% | +14.1% | -69.1% | -58.8% |
| 1Y | -55.8% | +26.5% | -82.3% | -62.0% |
| All | -61.5% | +120.1% | -181.6% | -77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling