+65.2%
CSGP vs TECH
+208.1%
-142.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.8% | -4.7% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +10.7% | +0.3% | +10.3% | +10.5% |
| 3M | +3.3% | +1.3% | +1.9% | +2.8% |
| 6M | -10.3% | +54.0% | -64.3% | -25.8% |
| YTD | -54.6% | +24.3% | -78.9% | -59.7% |
| 1Y | -54.6% | +25.8% | -80.4% | -60.1% |
| 3Y | -60.3% | +26.0% | -86.3% | -67.2% |
| 5Y | -63.3% | -40.1% | -23.2% | -58.1% |
| All | +65.2% | +208.1% | -142.9% | -14.7% |
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