-64.8%
CSGP vs TECH
-42.5%
-22.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +2.3% | +0.7% | +1.6% | +2.1% |
| 3M | -8.2% | +36.3% | -44.5% | -18.7% |
| 6M | -35.1% | +25.6% | -60.6% | -41.6% |
| YTD | -54.0% | +23.7% | -77.7% | -58.5% |
| 1Y | -65.3% | +37.6% | -103.0% | -70.2% |
| 3Y | -62.6% | -6.6% | -56.0% | -63.7% |
| All | -64.8% | -42.5% | -22.3% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling