-54.8%
CSGP vs SPMO
+11.2%
-66.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.6% | +4.4% | +1.9% |
| 7D | +1.3% | +6.3% | -5.0% | +5.1% |
| 30D | +2.8% | -8.9% | +11.7% | -2.5% |
| 3M | -6.3% | -13.2% | +6.9% | -13.1% |
| 6M | -3.2% | -9.3% | +6.1% | -8.8% |
| YTD | -54.0% | +11.6% | -65.5% | -56.1% |
| 1Y | -54.8% | +13.4% | -68.2% | -57.0% |
| All | -54.8% | +11.2% | -66.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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