+65.2%
CSGP vs PODD
+308.0%
-242.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.2% | +1.5% | -3.0% |
| 7D | +1.3% | -2.1% | +3.4% | +1.9% |
| 30D | +10.7% | +9.0% | +1.6% | +8.2% |
| 3M | +3.3% | +5.2% | -1.9% | +1.9% |
| 6M | -10.3% | -3.2% | -7.2% | -10.5% |
| YTD | -54.6% | -48.5% | -6.1% | -46.7% |
| 1Y | -54.6% | -54.7% | +0.1% | -45.2% |
| 3Y | -60.3% | -7.8% | -52.5% | -61.8% |
| 5Y | -63.3% | -52.4% | -10.9% | -59.4% |
| All | +65.2% | +308.0% | -242.8% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling