+65.2%
CSGP vs TRMB
+105.7%
-40.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.9% | -5.6% | -5.1% |
| 7D | +1.3% | -16.7% | +17.9% | +8.2% |
| 30D | +10.7% | -9.9% | +20.6% | +14.1% |
| 3M | +3.3% | -7.6% | +10.9% | +5.2% |
| 6M | -10.3% | -14.7% | +4.3% | -5.6% |
| YTD | -54.6% | -30.9% | -23.6% | -47.6% |
| 1Y | -54.6% | -31.3% | -23.3% | -47.7% |
| 3Y | -60.3% | +29.4% | -89.8% | -66.2% |
| 5Y | -63.3% | -37.4% | -25.9% | -58.2% |
| All | +65.2% | +105.7% | -40.5% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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