-61.9%
CSGP vs NXT
+195.6%
-257.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.8% | +1.9% | -2.8% |
| 7D | -3.2% | +4.0% | -7.1% | -3.3% |
| 30D | +2.2% | +15.9% | -13.7% | +1.8% |
| 3M | -3.7% | -3.0% | -0.7% | -3.6% |
| 6M | -7.4% | -20.7% | +13.3% | -7.3% |
| YTD | -54.9% | +14.6% | -69.5% | -56.6% |
| 1Y | -54.9% | -7.1% | -47.8% | -55.8% |
| 3Y | -61.9% | +189.4% | -251.3% | -70.7% |
| All | -61.9% | +195.6% | -257.5% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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