-61.5%
CSGP vs UUUU
-12.8%
-48.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.2% |
| 7D | -7.1% | -3.5% | -3.6% | -7.1% |
| 30D | +3.6% | -28.3% | +31.9% | +4.0% |
| 3M | -2.7% | -53.1% | +50.4% | -1.7% |
| 6M | -8.0% | -68.6% | +60.5% | -6.1% |
| YTD | -55.0% | -52.3% | -2.6% | -55.0% |
| 1Y | -55.8% | -55.8% | +0.1% | -55.7% |
| All | -61.5% | -12.8% | -48.6% | -64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling