-61.5%
CSGP vs TECH
-39.6%
-21.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +13.9% | -0.1% | +14.0% | +13.9% |
| 30D | +16.0% | +0.3% | +15.7% | +15.9% |
| 3M | +6.1% | +1.0% | +5.1% | +5.7% |
| 6M | -8.2% | +28.6% | -36.7% | -17.6% |
| YTD | -52.3% | +24.1% | -76.4% | -57.0% |
| 1Y | -54.5% | +21.9% | -76.4% | -58.8% |
| 3Y | -58.6% | +25.7% | -84.3% | -65.2% |
| 5Y | -61.5% | -40.2% | -21.3% | -55.8% |
| All | -61.5% | -39.6% | -21.9% | -55.8% |
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