-61.3%
CSGP vs SUI
-26.1%
-35.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.2% | -1.1% | +1.4% |
| 7D | +18.3% | +10.0% | +8.3% | +12.9% |
| 30D | +17.8% | +8.4% | +9.4% | +13.8% |
| 3M | +9.3% | +0.7% | +8.6% | +9.2% |
| 6M | -7.9% | -0.9% | -7.0% | -7.3% |
| YTD | -51.5% | +0.6% | -52.2% | -51.8% |
| 1Y | -53.3% | +0.8% | -54.1% | -53.6% |
| 3Y | -57.9% | +15.5% | -73.4% | -62.0% |
| 5Y | -61.3% | -25.9% | -35.5% | -53.5% |
| All | -61.3% | -26.1% | -35.2% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling