+310.2%
GE vs CSGP
+3,461.1%
-3,150.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.8% | -4.2% |
| 7D | +0.5% | +13.9% | -13.4% | -2.0% |
| 30D | +1.7% | +16.0% | -14.3% | -1.8% |
| 3M | -17.3% | +6.1% | -23.4% | -19.1% |
| 6M | +10.1% | -8.2% | +18.3% | +10.0% |
| YTD | +2.6% | -52.3% | +54.9% | +15.4% |
| 1Y | +3.7% | -54.5% | +58.2% | +17.6% |
| 3Y | +268.3% | -58.6% | +326.9% | +319.9% |
| 5Y | +376.2% | -61.5% | +437.7% | +442.4% |
| 10Y | +156.4% | +74.7% | +81.7% | +114.7% |
| All | +310.2% | +3,461.1% | -3,150.9% | +102.9% |
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 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