-54.6%
CSGP vs SPXU
-21.6%
-33.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -3.9% | -4.7% |
| 7D | +1.3% | +7.6% | -6.3% | +1.4% |
| 30D | +10.7% | +17.5% | -6.8% | +11.1% |
| 3M | +3.3% | +14.7% | -11.4% | +3.6% |
| 6M | -10.3% | -0.1% | -10.3% | -10.9% |
| YTD | -54.6% | -19.8% | -34.8% | -55.4% |
| 1Y | -54.6% | -23.7% | -30.9% | -55.9% |
| All | -54.6% | -21.6% | -33.0% | -55.9% |
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