-59.2%
CSGP vs SOLS
+10.3%
-69.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +5.4% | -10.1% | -3.8% |
| 7D | +1.3% | -4.2% | +5.5% | +0.8% |
| 30D | +10.7% | -3.9% | +14.6% | +10.2% |
| 3M | +3.3% | -6.6% | +9.9% | +2.6% |
| 6M | -10.3% | -29.1% | +18.8% | -12.7% |
| YTD | -54.6% | +19.8% | -74.3% | -56.7% |
| 1Y | -54.6% | +29.2% | -83.9% | -57.2% |
| All | -59.2% | +10.3% | -69.5% | -61.4% |
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