+60.0%
CSGP vs TECH
+187.9%
-127.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +2.8% | +0.5% | +2.3% | +2.6% |
| 3M | -6.3% | +1.1% | -7.4% | -6.7% |
| 6M | -3.2% | +62.8% | -66.0% | -21.7% |
| YTD | -54.0% | +24.5% | -78.4% | -59.2% |
| 1Y | -54.8% | +20.6% | -75.5% | -59.5% |
| 3Y | -60.6% | +29.5% | -90.0% | -67.8% |
| 5Y | -62.6% | -40.9% | -21.7% | -57.0% |
| All | +60.0% | +187.9% | -127.9% | -15.5% |
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