-65.5%
CSGP vs UUUU
+25.8%
-91.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -1.8% |
| 7D | -5.1% | +2.8% | -7.9% | -5.1% |
| 30D | +0.3% | +3.4% | -3.1% | +0.4% |
| 3M | -9.1% | -3.9% | -5.3% | -9.0% |
| 6M | -37.3% | -23.2% | -14.1% | -37.0% |
| YTD | -54.9% | +0.6% | -55.4% | -54.5% |
| 1Y | -65.5% | +22.9% | -88.4% | -66.0% |
| All | -65.5% | +25.8% | -91.4% | -66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling