-59.6%
CSGP vs SOLS
+27.7%
-87.3%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | +0.3% |
| 7D | -7.1% | +16.4% | -23.5% | -4.8% |
| 30D | +3.6% | +10.6% | -7.0% | +5.5% |
| 3M | -2.7% | +10.0% | -12.8% | -0.9% |
| 6M | -8.1% | -21.2% | +13.1% | -8.5% |
| YTD | -55.0% | +38.7% | -93.7% | -56.1% |
| 1Y | -55.8% | +46.1% | -101.8% | -57.2% |
| All | -59.6% | +27.7% | -87.3% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling