-54.9%
CSGP vs TROW
+13.0%
-67.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -3.2% | +4.4% | -7.6% | -5.2% |
| 30D | +2.2% | +5.5% | -3.2% | -0.7% |
| 3M | -3.7% | -1.3% | -2.3% | -3.3% |
| 6M | -7.4% | +7.9% | -15.3% | -11.3% |
| YTD | -54.9% | +12.6% | -67.5% | -56.9% |
| 1Y | -54.9% | +13.3% | -68.2% | -57.1% |
| All | -54.9% | +13.0% | -67.8% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling