-63.2%
CSGP vs SPXU
-81.8%
+18.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -3.9% | -4.9% |
| 7D | +1.3% | +7.6% | -6.3% | +3.9% |
| 30D | +10.7% | +17.5% | -6.8% | +16.6% |
| 3M | +3.3% | +14.7% | -11.4% | +8.3% |
| 6M | -10.3% | -0.1% | -10.3% | -10.1% |
| YTD | -54.6% | -19.8% | -34.8% | -57.3% |
| 1Y | -54.6% | -23.7% | -30.9% | -58.0% |
| 3Y | -60.3% | -79.5% | +19.1% | -75.2% |
| All | -63.2% | -81.8% | +18.5% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling