+65.1%
CSGP vs UUUU
+399.3%
-334.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.8% | +4.9% | -2.3% |
| 7D | -3.2% | -6.9% | +3.7% | -2.7% |
| 30D | +2.2% | -32.3% | +34.6% | +5.1% |
| 3M | -3.7% | -52.8% | +49.2% | +1.8% |
| 6M | -7.4% | -68.5% | +61.0% | +0.5% |
| YTD | -54.9% | -53.6% | -1.2% | -53.6% |
| 1Y | -54.9% | -59.1% | +4.2% | -53.2% |
| 3Y | -61.9% | -14.7% | -47.2% | -65.3% |
| 5Y | -63.1% | -35.4% | -27.7% | -66.9% |
| 10Y | +65.1% | +378.0% | -312.9% | +20.0% |
| All | +65.1% | +399.3% | -334.1% | +20.0% |
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