-63.2%
CSGP vs NDAQ
+60.8%
-124.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.9% |
| 7D | +1.3% | +0.8% | +0.4% | +0.8% |
| 30D | +10.7% | +16.5% | -5.8% | 0.0% |
| 3M | +3.3% | +13.5% | -10.2% | -5.2% |
| 6M | -10.3% | +20.9% | -31.3% | -21.4% |
| YTD | -54.6% | +11.4% | -66.0% | -57.8% |
| 1Y | -54.6% | +25.9% | -80.6% | -61.0% |
| 3Y | -60.3% | +119.9% | -180.2% | -76.9% |
| All | -63.2% | +60.8% | -124.0% | -74.4% |
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 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