+65.2%
CSGP vs UUUU
+404.5%
-339.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.7% | -4.8% |
| 7D | +1.3% | -13.6% | +14.9% | +2.4% |
| 30D | +10.7% | -35.1% | +45.8% | +14.2% |
| 3M | +3.3% | -48.4% | +51.7% | +8.3% |
| 6M | -10.3% | -71.7% | +61.4% | -1.7% |
| YTD | -54.6% | -54.2% | -0.4% | -53.2% |
| 1Y | -54.6% | -56.0% | +1.3% | -53.3% |
| 3Y | -60.3% | -13.1% | -47.3% | -63.9% |
| 5Y | -63.3% | -35.2% | -28.1% | -67.1% |
| All | +65.2% | +404.5% | -339.3% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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