+62.6%
CSGP vs TRGP
+826.3%
-763.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.8% |
| 7D | -7.1% | +2.4% | -9.5% | -7.4% |
| 30D | +3.6% | +0.8% | +2.8% | +3.2% |
| 3M | -2.7% | +10.4% | -13.1% | -4.7% |
| 6M | -8.0% | +16.3% | -24.3% | -10.9% |
| YTD | -55.0% | +61.1% | -116.1% | -58.7% |
| 1Y | -55.8% | +71.6% | -127.4% | -59.8% |
| 3Y | -62.0% | +267.5% | -329.5% | -69.6% |
| 5Y | -62.9% | +488.1% | -551.1% | -72.7% |
| 10Y | +62.6% | +803.8% | -741.2% | -0.5% |
| All | +62.6% | +826.3% | -763.7% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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