-53.3%
CSGP vs NVD
-27.4%
-26.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.5% | -2.4% | +3.3% |
| 7D | +18.3% | +15.0% | +3.3% | +16.5% |
| 30D | +17.8% | +39.3% | -21.5% | +14.1% |
| 3M | +9.3% | +3.1% | +6.1% | +7.9% |
| 6M | -7.9% | -19.0% | +11.1% | -8.8% |
| YTD | -51.5% | -35.5% | -16.0% | -52.1% |
| 1Y | -53.3% | -30.2% | -23.1% | -53.9% |
| All | -53.3% | -27.4% | -26.0% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling