+62.6%
CSGP vs WU
-37.2%
+99.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | +0.9% |
| 7D | -7.1% | +2.1% | -9.2% | -7.9% |
| 30D | +3.6% | +10.1% | -6.5% | +0.1% |
| 3M | -2.7% | -1.1% | -1.6% | -2.5% |
| 6M | -8.0% | -19.8% | +11.7% | -2.0% |
| YTD | -55.0% | -20.8% | -34.2% | -52.0% |
| 1Y | -55.8% | -15.1% | -40.6% | -54.0% |
| 3Y | -62.0% | -23.2% | -38.8% | -59.7% |
| 5Y | -62.9% | -42.6% | -20.3% | -57.3% |
| 10Y | +62.6% | -38.9% | +101.5% | +64.7% |
| All | +62.6% | -37.2% | +99.8% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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