+44.5%
GOOG vs CSGP
-64.9%
+109.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -2.2% | -4.1% | +1.9% | -2.1% |
| 30D | -6.9% | +2.3% | -9.2% | -6.9% |
| 3M | -9.1% | -8.2% | -1.0% | -9.0% |
| 6M | +10.6% | -35.1% | +45.7% | +12.8% |
| YTD | +7.0% | -54.0% | +61.0% | +10.3% |
| 1Y | +44.5% | -65.3% | +109.8% | +56.4% |
| All | +44.5% | -64.9% | +109.5% | +56.4% |
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 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