-53.5%
CSGP vs SHAK
-16.7%
-36.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +7.3% | -5.1% | +1.6% |
| 7D | -1.8% | +6.5% | -8.3% | -2.4% |
| 30D | +5.3% | +15.3% | -10.0% | +3.9% |
| 3M | +3.3% | +8.5% | -5.2% | +2.3% |
| 6M | -4.7% | +10.0% | -14.7% | -6.5% |
| YTD | -53.5% | -5.0% | -48.6% | -54.9% |
| All | -53.5% | -16.7% | -36.8% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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