+40.1%
CSGP vs SU
+250.9%
-210.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -2.0% |
| 7D | -5.1% | -1.0% | -4.2% | -5.0% |
| 30D | +0.3% | +13.7% | -13.4% | -1.9% |
| 3M | -9.1% | +8.0% | -17.2% | -10.6% |
| 6M | -37.3% | +21.0% | -58.3% | -39.7% |
| YTD | -54.9% | +56.2% | -111.1% | -58.6% |
| 1Y | -65.5% | +72.2% | -137.7% | -68.9% |
| 3Y | -63.3% | +118.1% | -181.3% | -68.5% |
| 5Y | -65.8% | +350.3% | -416.1% | -74.7% |
| 10Y | +40.1% | +248.5% | -208.3% | +5.1% |
| All | +40.1% | +250.9% | -210.8% | +5.1% |
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