+2,655.3%
DELL vs CSGP
+72.5%
+2,582.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.2% | +4.9% |
| 7D | -11.8% | -1.8% | -10.0% | -11.5% |
| 30D | -40.8% | +5.3% | -46.1% | -42.5% |
| 3M | -23.6% | +3.3% | -26.9% | -26.1% |
| 6M | +33.4% | -4.7% | +38.0% | +30.2% |
| YTD | +178.0% | -53.5% | +231.6% | +241.4% |
| 1Y | +138.6% | -53.7% | +192.3% | +192.6% |
| 3Y | +400.9% | -59.7% | +460.6% | +530.4% |
| 5Y | +580.7% | -62.5% | +643.2% | +755.8% |
| 10Y | +2,655.3% | +67.3% | +2,588.0% | +1,904.9% |
| All | +2,655.3% | +72.5% | +2,582.7% | +1,904.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling