+2,886.3%
DELL vs CSGP
+65.4%
+2,820.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.2% | +12.0% | +11.8% |
| 7D | +0.4% | -7.1% | +7.4% | +2.1% |
| 30D | -35.1% | +3.6% | -38.7% | -36.8% |
| 3M | -15.1% | -2.7% | -12.4% | -16.6% |
| 6M | +51.7% | -8.0% | +59.8% | +49.5% |
| YTD | +200.0% | -55.0% | +255.0% | +271.2% |
| 1Y | +172.1% | -55.8% | +227.9% | +238.1% |
| 3Y | +431.2% | -62.0% | +493.2% | +580.5% |
| 5Y | +633.1% | -62.9% | +696.0% | +821.5% |
| 10Y | +2,886.3% | +62.6% | +2,823.7% | +2,080.2% |
| All | +2,886.3% | +65.4% | +2,820.9% | +2,080.2% |
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 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