-66.2%
CSGP vs VIK
+234.5%
-300.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.5% | -6.2% | -4.9% |
| 7D | +1.3% | 0.0% | +1.2% | +1.2% |
| 30D | +10.7% | +7.7% | +3.0% | +9.2% |
| 3M | +3.3% | -17.6% | +20.9% | +6.4% |
| 6M | -10.3% | +1.7% | -12.0% | -11.6% |
| YTD | -54.6% | +22.5% | -77.1% | -57.4% |
| 1Y | -54.6% | +52.6% | -107.3% | -60.0% |
| All | -66.2% | +234.5% | -300.7% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling