-59.5%
CSGP vs SOLS
+23.7%
-83.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.1% | -2.6% |
| 7D | -3.2% | +5.3% | -8.5% | -2.2% |
| 30D | +2.2% | +6.0% | -3.8% | +3.5% |
| 3M | -3.7% | +7.9% | -11.6% | -2.2% |
| 6M | -7.4% | -16.7% | +9.3% | -8.1% |
| YTD | -54.9% | +34.3% | -89.2% | -56.2% |
| 1Y | -54.9% | +38.2% | -93.1% | -56.5% |
| All | -59.5% | +23.7% | -83.2% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling