-58.4%
CSGP vs PODD
-4.4%
-54.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -0.3% |
| 7D | +13.9% | +2.4% | +11.5% | +13.2% |
| 30D | +16.0% | +15.9% | +0.1% | +12.1% |
| 3M | +6.1% | +17.2% | -11.1% | +2.3% |
| 6M | -8.2% | -6.8% | -1.4% | -7.9% |
| YTD | -52.3% | -45.1% | -7.3% | -47.5% |
| 1Y | -54.5% | -50.3% | -4.2% | -49.2% |
| All | -58.4% | -4.4% | -54.0% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling