-55.8%
CSGP vs ROIV
+96.8%
-152.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.1% |
| 7D | -7.1% | +9.5% | -16.6% | -6.6% |
| 30D | +3.6% | +21.0% | -17.4% | +4.7% |
| 3M | -2.7% | +18.7% | -21.5% | -1.8% |
| 6M | -8.0% | +44.5% | -52.6% | -8.1% |
| YTD | -55.0% | +92.9% | -147.8% | -55.1% |
| 1Y | -55.8% | +100.2% | -156.0% | -55.9% |
| All | -55.8% | +96.8% | -152.6% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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