+622.2%
GOOGL vs CSGP
+72.5%
+549.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | +0.5% |
| 7D | +3.3% | -1.8% | +5.1% | +3.8% |
| 30D | -18.1% | +5.3% | -23.4% | -20.5% |
| 3M | -18.6% | +3.3% | -21.9% | -21.0% |
| 6M | -28.0% | -4.7% | -23.3% | -29.0% |
| YTD | -7.8% | -53.5% | +45.8% | +15.9% |
| 1Y | +3.6% | -53.7% | +57.3% | +30.2% |
| 3Y | +123.4% | -59.7% | +183.1% | +184.6% |
| 5Y | +95.3% | -62.5% | +157.8% | +147.8% |
| 10Y | +622.2% | +67.3% | +554.9% | +411.3% |
| All | +622.2% | +72.5% | +549.6% | +411.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling