-53.3%
CSGP vs VIK
+55.4%
-108.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.2% | -2.2% | +3.8% |
| 7D | +18.3% | +5.4% | +12.9% | +18.0% |
| 30D | +17.8% | +12.5% | +5.3% | +17.3% |
| 3M | +9.3% | -15.2% | +24.5% | +9.5% |
| 6M | -7.9% | +15.4% | -23.3% | -9.8% |
| YTD | -51.5% | +27.7% | -79.2% | -52.6% |
| 1Y | -53.3% | +59.7% | -113.0% | -57.3% |
| All | -53.3% | +55.4% | -108.8% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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