+47.4%
DAL vs CSGP
-53.9%
+101.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -4.2% |
| 7D | +4.6% | +13.9% | -9.3% | +3.8% |
| 30D | +2.3% | +16.0% | -13.7% | +1.6% |
| 3M | -8.1% | +6.1% | -14.2% | -8.3% |
| 6M | +21.4% | -8.2% | +29.6% | +21.4% |
| YTD | +24.3% | -52.3% | +76.6% | +29.5% |
| 1Y | +47.4% | -54.5% | +101.9% | +58.4% |
| All | +47.4% | -53.9% | +101.2% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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