+65.2%
CSGP vs SU
+229.2%
-164.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.6% |
| 7D | +1.3% | -13.4% | +14.7% | +3.6% |
| 30D | +10.7% | +0.9% | +9.8% | +10.3% |
| 3M | +3.3% | +12.8% | -9.5% | +0.8% |
| 6M | -10.3% | +8.3% | -18.6% | -12.1% |
| YTD | -54.6% | +58.2% | -112.8% | -58.5% |
| 1Y | -54.6% | +67.1% | -121.8% | -59.0% |
| 3Y | -60.3% | +125.6% | -186.0% | -66.3% |
| 5Y | -63.3% | +213.6% | -276.9% | -71.2% |
| All | +65.2% | +229.2% | -164.0% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling