+603.3%
CSGP vs UUUU
-92.0%
+695.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.5% |
| 7D | -4.1% | -1.4% | -2.7% | -4.0% |
| 30D | +2.3% | +16.3% | -14.0% | +1.3% |
| 3M | -8.2% | -16.7% | +8.5% | -7.6% |
| 6M | -35.1% | -33.7% | -1.4% | -34.1% |
| YTD | -54.0% | -0.5% | -53.5% | -54.9% |
| 1Y | -65.3% | +28.9% | -94.2% | -66.8% |
| 3Y | -62.6% | +99.9% | -162.4% | -66.0% |
| 5Y | -64.8% | +135.3% | -200.1% | -69.0% |
| 10Y | +45.1% | +518.4% | -473.3% | +14.3% |
| All | +603.3% | -92.0% | +695.3% | +458.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling