-54.6%
CSGP vs WSM
+30.0%
-84.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.8% | -2.9% | -4.2% |
| 7D | +1.3% | +0.5% | +0.7% | +1.2% |
| 30D | +10.7% | +6.0% | +4.7% | +9.3% |
| 3M | +3.3% | +3.2% | +0.1% | +2.4% |
| 6M | -10.3% | +37.1% | -47.4% | -16.0% |
| YTD | -54.6% | +44.2% | -98.8% | -57.3% |
| 1Y | -54.6% | +34.2% | -88.9% | -56.6% |
| All | -54.6% | +30.0% | -84.6% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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