+4,681.2%
DELL vs CSGP
+48.4%
+4,632.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.2% |
| 7D | +14.9% | -4.1% | +18.9% | +16.1% |
| 30D | +13.3% | +2.3% | +11.0% | +11.9% |
| 3M | +24.4% | -8.2% | +32.6% | +25.2% |
| 6M | +258.0% | -35.1% | +293.1% | +300.5% |
| YTD | +320.2% | -54.0% | +374.2% | +425.0% |
| 1Y | +319.1% | -65.3% | +384.4% | +476.8% |
| 3Y | +706.5% | -62.6% | +769.1% | +954.1% |
| 5Y | +1,071.9% | -64.8% | +1,136.7% | +1,423.9% |
| 10Y | +4,683.5% | +45.1% | +4,638.4% | +3,830.2% |
| All | +4,681.2% | +48.4% | +4,632.8% | +3,762.4% |
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