-60.3%
CSGP vs PODD
-10.3%
-50.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.2% | +1.5% | -3.2% |
| 7D | +1.3% | -2.1% | +3.4% | +1.8% |
| 30D | +10.7% | +9.0% | +1.6% | +8.6% |
| 3M | +3.3% | +5.2% | -1.9% | +2.2% |
| 6M | -10.3% | -3.2% | -7.2% | -10.4% |
| YTD | -54.6% | -48.5% | -6.1% | -49.2% |
| 1Y | -54.6% | -54.7% | +0.1% | -48.3% |
| 3Y | -60.3% | -7.8% | -52.5% | -61.3% |
| All | -60.3% | -10.3% | -50.0% | -61.3% |
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