+707.6%
DELL vs CSGP
-61.9%
+769.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.7% |
| 7D | +14.9% | -4.1% | +18.9% | +15.2% |
| 30D | +13.3% | +2.3% | +11.0% | +12.8% |
| 3M | +24.4% | -8.2% | +32.6% | +25.8% |
| 6M | +258.0% | -35.1% | +293.1% | +291.0% |
| YTD | +320.2% | -54.0% | +374.2% | +402.9% |
| 1Y | +319.1% | -65.3% | +384.4% | +448.4% |
| All | +707.6% | -61.9% | +769.5% | +923.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling