-8.5%
MELI vs CSGP
-63.4%
+54.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | +0.9% |
| 7D | -7.1% | +1.3% | -8.3% | -7.5% |
| 30D | -19.4% | +10.7% | -30.1% | -24.9% |
| 3M | -17.5% | +3.3% | -20.8% | -20.9% |
| 6M | -18.0% | -10.3% | -7.7% | -16.0% |
| YTD | -25.0% | -54.6% | +29.5% | +9.4% |
| 1Y | -29.1% | -54.6% | +25.6% | +3.4% |
| 3Y | +9.8% | -60.3% | +70.2% | +55.3% |
| All | -8.5% | -63.4% | +54.9% | +36.4% |
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