+44.1%
CSGP vs RRC
+10.9%
+33.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.4% |
| 7D | -4.1% | +1.3% | -5.4% | -4.2% |
| 30D | +2.3% | +10.1% | -7.8% | +1.6% |
| 3M | -8.2% | +4.0% | -12.2% | -8.5% |
| 6M | -35.1% | +1.6% | -36.6% | -35.2% |
| YTD | -54.0% | +19.7% | -73.7% | -54.8% |
| 1Y | -65.3% | +21.4% | -86.7% | -65.9% |
| 3Y | -62.6% | +29.7% | -92.2% | -63.6% |
| 5Y | -64.8% | +153.9% | -218.7% | -67.4% |
| All | +44.1% | +10.9% | +33.3% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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