+67.3%
CSGP vs UUUU
+458.0%
-390.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.8% | -7.5% | +1.5% |
| 7D | -1.8% | -1.1% | -0.7% | -1.8% |
| 30D | +5.3% | -26.6% | +31.9% | +7.6% |
| 3M | +3.3% | -48.3% | +51.6% | +8.4% |
| 6M | -4.7% | -65.8% | +61.1% | +2.9% |
| YTD | -53.5% | -49.7% | -3.8% | -52.5% |
| 1Y | -53.7% | -53.3% | -0.4% | -52.6% |
| 3Y | -59.7% | -7.4% | -52.4% | -63.6% |
| 5Y | -62.5% | -33.4% | -29.1% | -66.5% |
| 10Y | +67.3% | +441.5% | -374.2% | +22.8% |
| All | +67.3% | +458.0% | -390.8% | +22.8% |
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