-64.8%
CSGP vs NDAQ
+55.8%
-120.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.6% | -1.2% |
| 7D | -4.1% | -2.4% | -1.6% | -2.5% |
| 30D | +2.3% | +2.5% | -0.1% | +0.7% |
| 3M | -8.2% | +9.9% | -18.1% | -13.7% |
| 6M | -35.1% | +9.4% | -44.5% | -39.0% |
| YTD | -54.0% | +0.4% | -54.4% | -54.1% |
| 1Y | -65.3% | +4.0% | -69.3% | -66.3% |
| 3Y | -62.6% | +94.4% | -156.9% | -76.0% |
| All | -64.8% | +55.8% | -120.6% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling