+62.9%
CSGP vs SPXU
-99.5%
+162.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.1% | -2.6% |
| 7D | -3.2% | +0.5% | -3.7% | -2.6% |
| 30D | +2.2% | +10.9% | -8.7% | +5.9% |
| 3M | -3.7% | +9.6% | -13.3% | -0.3% |
| 6M | -7.4% | -4.7% | -2.8% | -8.4% |
| YTD | -54.9% | -24.6% | -30.3% | -58.2% |
| 1Y | -54.9% | -24.7% | -30.2% | -58.1% |
| 3Y | -61.9% | -80.0% | +18.1% | -75.2% |
| 5Y | -63.1% | -83.5% | +20.4% | -73.4% |
| All | +62.9% | -99.5% | +162.4% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling