+65.1%
CSGP vs WU
-35.7%
+100.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.3% |
| 7D | -3.2% | +11.0% | -14.2% | -6.7% |
| 30D | +2.2% | +13.4% | -11.2% | -2.2% |
| 3M | -3.7% | +2.2% | -5.9% | -4.5% |
| 6M | -7.4% | -18.2% | +10.8% | -2.0% |
| YTD | -54.9% | -18.3% | -36.6% | -52.4% |
| 1Y | -54.9% | -12.2% | -42.7% | -53.6% |
| 3Y | -61.9% | -20.8% | -41.1% | -60.1% |
| 5Y | -63.1% | -42.6% | -20.5% | -57.5% |
| 10Y | +65.1% | -35.5% | +100.6% | +62.3% |
| All | +65.1% | -35.7% | +100.8% | +62.3% |
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