+92.9%
GOOGL vs CSGP
-63.4%
+156.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.7% | +5.5% | +1.9% |
| 7D | +1.8% | +1.3% | +0.5% | +1.4% |
| 30D | -18.8% | +10.7% | -29.4% | -21.8% |
| 3M | -20.3% | +3.3% | -23.6% | -22.2% |
| 6M | -28.4% | -10.3% | -18.0% | -27.8% |
| YTD | -8.8% | -54.6% | +45.7% | +11.9% |
| 1Y | +0.3% | -54.6% | +54.9% | +22.9% |
| 3Y | +120.7% | -60.3% | +181.1% | +172.2% |
| All | +92.9% | -63.4% | +156.3% | +142.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling