+143.3%
DELL vs CSGP
-53.2%
+196.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.0% | -12.8% | -7.7% |
| 7D | -24.6% | +18.3% | -42.9% | -20.8% |
| 30D | -32.5% | +17.8% | -50.3% | -28.9% |
| 3M | -20.2% | +9.3% | -29.5% | -17.1% |
| 6M | +76.5% | -7.9% | +84.4% | +83.8% |
| YTD | +198.9% | -51.5% | +250.5% | +228.2% |
| 1Y | +143.3% | -53.3% | +196.6% | +171.2% |
| All | +143.3% | -53.2% | +196.6% | +171.2% |
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