+3,264.4%
CSGP vs SU
+2,791.6%
+472.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -4.1% | +3.6% | -7.6% | -4.8% |
| 30D | +2.3% | +7.9% | -5.5% | +0.7% |
| 3M | -8.2% | +3.5% | -11.7% | -9.2% |
| 6M | -35.1% | +19.0% | -54.0% | -37.8% |
| YTD | -54.0% | +55.0% | -109.0% | -58.4% |
| 1Y | -65.3% | +71.2% | -136.5% | -69.3% |
| 3Y | -62.6% | +117.4% | -180.0% | -68.8% |
| 5Y | -64.8% | +335.2% | -400.0% | -75.4% |
| 10Y | +45.1% | +248.7% | -203.7% | -1.6% |
| All | +3,264.4% | +2,791.6% | +472.7% | +1,855.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling