+2,566.3%
DELL vs CSGP
+61.5%
+2,504.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.7% |
| 7D | -18.1% | -3.2% | -15.0% | -17.6% |
| 30D | -42.9% | +2.2% | -45.1% | -44.1% |
| 3M | -26.9% | -3.7% | -23.2% | -27.9% |
| 6M | +28.8% | -7.4% | +36.2% | +26.6% |
| YTD | +168.4% | -54.9% | +223.3% | +232.0% |
| 1Y | +136.8% | -54.9% | +191.7% | +192.0% |
| 3Y | +375.3% | -61.9% | +437.3% | +508.6% |
| 5Y | +551.0% | -63.1% | +614.1% | +720.2% |
| 10Y | +2,566.3% | +65.1% | +2,501.2% | +1,846.2% |
| All | +2,566.3% | +61.5% | +2,504.9% | +1,846.2% |
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