-64.5%
CSGP vs VIK
+229.5%
-294.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | -0.7% |
| 7D | +13.9% | -3.8% | +17.7% | +14.6% |
| 30D | +16.0% | +5.5% | +10.5% | +14.8% |
| 3M | +6.1% | -20.4% | +26.5% | +10.0% |
| 6M | -8.2% | +5.4% | -13.6% | -10.3% |
| YTD | -52.3% | +20.7% | -73.0% | -55.2% |
| 1Y | -54.5% | +50.7% | -105.2% | -59.8% |
| All | -64.5% | +229.5% | -294.0% | -74.2% |
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