-8.2%
CSGP vs SPXU
-4.3%
-3.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +13.2% | -14.8% | -3.9% |
| 7D | +13.9% | +14.2% | -0.3% | +10.8% |
| 30D | +16.0% | +19.3% | -3.3% | +12.0% |
| 3M | +6.1% | +16.2% | -10.1% | +2.5% |
| 6M | -8.2% | -3.5% | -4.7% | -1.3% |
| All | -8.2% | -4.3% | -3.9% | -1.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling