+145.3%
DELL vs CSGP
-53.7%
+199.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.2% | +6.0% |
| 7D | -11.8% | -1.8% | -10.0% | -12.2% |
| 30D | -40.8% | +5.3% | -46.1% | -39.2% |
| 3M | -23.6% | +3.3% | -26.9% | -21.7% |
| 6M | +33.4% | -4.7% | +38.0% | +37.5% |
| YTD | +178.0% | -53.5% | +231.6% | +200.5% |
| All | +145.3% | -53.7% | +199.0% | +165.9% |
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 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