+55.6%
CSGP vs SPXU
-99.5%
+155.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -0.2% |
| 7D | -6.1% | -9.4% | +3.3% | -8.9% |
| 30D | +0.3% | +7.4% | -7.1% | +2.9% |
| 3M | -1.3% | +6.2% | -7.5% | +1.1% |
| 6M | -8.9% | -7.2% | -1.7% | -10.6% |
| YTD | -55.2% | -26.8% | -28.5% | -58.9% |
| 1Y | -56.4% | -26.3% | -30.1% | -59.8% |
| 3Y | -62.2% | -80.6% | +18.4% | -75.6% |
| 5Y | -63.7% | -83.6% | +19.9% | -73.8% |
| All | +55.6% | -99.5% | +155.1% | -54.6% |
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