-55.8%
CSGP vs VIK
+51.6%
-107.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.3% |
| 7D | -7.1% | -1.2% | -5.9% | -7.0% |
| 30D | +3.6% | +11.5% | -7.9% | +3.2% |
| 3M | -2.7% | -11.3% | +8.6% | -2.7% |
| 6M | -8.0% | +11.3% | -19.4% | -9.5% |
| YTD | -55.0% | +26.1% | -81.1% | -55.9% |
| 1Y | -55.8% | +50.0% | -105.7% | -59.0% |
| All | -55.8% | +51.6% | -107.4% | -59.0% |
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