+65.2%
CSGP vs RRC
+59.4%
+5.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.9% | -1.8% | -4.5% |
| 7D | +1.3% | -10.8% | +12.1% | +2.1% |
| 30D | +10.7% | +22.3% | -11.6% | +8.8% |
| 3M | +3.3% | +26.6% | -23.3% | +1.2% |
| 6M | -10.3% | +18.9% | -29.3% | -11.7% |
| YTD | -54.6% | +39.2% | -93.8% | -55.9% |
| 1Y | -54.6% | +34.0% | -88.6% | -55.9% |
| 3Y | -60.3% | +42.0% | -102.4% | -61.7% |
| 5Y | -63.3% | +111.9% | -175.2% | -65.9% |
| All | +65.2% | +59.4% | +5.8% | +42.1% |
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