+99.0%
GOOGL vs CSGP
-63.2%
+162.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.4% |
| 7D | +2.6% | -3.2% | +5.8% | +3.4% |
| 30D | -18.3% | +2.2% | -20.5% | -19.6% |
| 3M | -19.6% | -3.7% | -15.9% | -19.9% |
| 6M | -28.2% | -7.4% | -20.8% | -28.3% |
| YTD | -8.0% | -54.9% | +46.9% | +13.0% |
| 1Y | -0.7% | -54.9% | +54.2% | +21.8% |
| 3Y | +118.8% | -61.9% | +180.7% | +174.3% |
| All | +99.0% | -63.2% | +162.2% | +147.8% |
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