+67.3%
CSGP vs TECH
+204.1%
-136.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.2% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | +5.3% | +0.5% | +4.8% | +5.1% |
| 3M | +3.3% | +0.9% | +2.4% | +3.0% |
| 6M | -4.7% | +51.0% | -55.7% | -20.5% |
| YTD | -53.5% | +24.4% | -77.9% | -58.8% |
| 1Y | -53.7% | +27.6% | -81.3% | -59.5% |
| 3Y | -59.7% | +29.9% | -89.7% | -67.1% |
| 5Y | -62.5% | -40.6% | -21.8% | -57.0% |
| 10Y | +67.3% | +196.7% | -129.5% | -12.2% |
| All | +67.3% | +204.1% | -136.9% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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