+745.7%
GOOGL vs CSGP
+45.2%
+700.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.3% |
| 7D | -2.3% | -4.1% | +1.8% | -0.9% |
| 30D | -6.6% | +2.3% | -8.9% | -7.6% |
| 3M | -8.9% | -8.2% | -0.8% | -7.3% |
| 6M | +11.9% | -35.1% | +46.9% | +27.9% |
| YTD | +8.3% | -54.0% | +62.4% | +38.7% |
| 1Y | +46.2% | -65.3% | +111.5% | +107.6% |
| 3Y | +151.9% | -62.6% | +214.4% | +235.3% |
| 5Y | +137.7% | -64.8% | +202.5% | +211.8% |
| All | +745.7% | +45.2% | +700.5% | +526.2% |
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