-53.3%
CSGP vs SU
+88.1%
-141.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.5% | +8.5% | +3.9% |
| 7D | +18.3% | -7.1% | +25.4% | +18.1% |
| 30D | +17.8% | +4.8% | +13.0% | +16.8% |
| 3M | +9.3% | +12.5% | -3.2% | +8.0% |
| 6M | -7.9% | +6.5% | -14.4% | -9.6% |
| YTD | -51.5% | +65.8% | -117.3% | -54.7% |
| 1Y | -53.3% | +86.2% | -139.5% | -56.5% |
| All | -53.3% | +88.1% | -141.4% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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