-65.5%
CSGP vs RACE
-15.2%
-50.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.6% |
| 7D | -5.1% | -1.0% | -4.1% | -4.9% |
| 30D | +0.3% | -1.5% | +1.9% | +0.6% |
| 3M | -9.1% | +15.5% | -24.6% | -11.2% |
| 6M | -37.3% | +17.3% | -54.6% | -38.9% |
| YTD | -54.9% | +11.1% | -66.0% | -56.1% |
| 1Y | -65.5% | -14.3% | -51.3% | -64.8% |
| All | -65.5% | -15.2% | -50.4% | -64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling