-55.7%
CSGP vs SPXU
-25.2%
-30.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.1% | -2.9% |
| 7D | -3.2% | +0.5% | -3.7% | -3.1% |
| 30D | +2.2% | +10.9% | -8.7% | +2.5% |
| 3M | -3.7% | +9.6% | -13.3% | -3.4% |
| 6M | -7.4% | -4.7% | -2.8% | -7.8% |
| YTD | -54.9% | -24.6% | -30.3% | -55.7% |
| All | -55.7% | -25.2% | -30.5% | -56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling