-66.7%
CSGP vs VIK
+239.9%
-306.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -6.1% | +3.2% | -9.2% | -6.6% |
| 30D | +0.3% | +8.2% | -7.8% | -1.1% |
| 3M | -1.3% | -14.7% | +13.4% | +1.0% |
| 6M | -8.9% | +10.3% | -19.2% | -11.8% |
| YTD | -55.2% | +24.5% | -79.7% | -58.2% |
| 1Y | -56.4% | +45.7% | -102.1% | -61.0% |
| All | -66.7% | +239.9% | -306.6% | -75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling