+62.6%
CSGP vs RACE
+741.5%
-678.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.1% | -3.9% | -3.2% | -5.6% |
| 30D | +3.6% | +6.8% | -3.2% | +0.9% |
| 3M | -2.7% | +1.3% | -4.1% | -3.3% |
| 6M | -8.0% | +26.3% | -34.3% | -16.8% |
| YTD | -55.0% | +13.8% | -68.8% | -58.0% |
| 1Y | -55.8% | -0.5% | -55.3% | -56.3% |
| 3Y | -62.0% | +25.6% | -87.6% | -67.8% |
| 5Y | -62.9% | +67.6% | -130.5% | -73.3% |
| 10Y | +62.6% | +724.7% | -662.1% | -26.2% |
| All | +62.6% | +741.5% | -678.9% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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