+147.6%
GOOG vs CSGP
-61.9%
+209.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | -2.1% | -4.1% | +1.9% | -1.6% |
| 30D | -6.8% | +2.3% | -9.1% | -7.2% |
| 3M | -9.1% | -8.2% | -0.9% | -8.2% |
| 6M | +10.7% | -35.1% | +45.8% | +18.7% |
| YTD | +7.1% | -54.0% | +61.1% | +22.1% |
| 1Y | +44.6% | -65.3% | +109.9% | +76.3% |
| All | +147.6% | -61.9% | +209.5% | +184.0% |
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