+2,794.9%
DELL vs CSGP
+53.9%
+2,741.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -1.6% | -13.3% | -14.5% |
| 7D | -33.4% | +13.9% | -47.2% | -35.7% |
| 30D | -44.7% | +16.0% | -60.7% | -47.7% |
| 3M | -31.4% | +6.1% | -37.5% | -34.0% |
| 6M | +46.9% | -8.2% | +55.1% | +45.0% |
| YTD | +154.4% | -52.3% | +206.7% | +209.8% |
| 1Y | +110.1% | -54.5% | +164.6% | +159.5% |
| 3Y | +376.4% | -58.6% | +434.9% | +493.7% |
| 5Y | +519.8% | -61.5% | +581.3% | +672.3% |
| 10Y | +2,460.3% | +74.7% | +2,385.6% | +1,929.8% |
| All | +2,794.9% | +53.9% | +2,741.0% | +2,179.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling