+214.6%
RSP vs CSGP
+71.3%
+143.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.4% |
| 7D | -1.4% | +13.9% | -15.3% | -5.0% |
| 30D | +2.1% | +16.0% | -13.9% | -2.9% |
| 3M | -0.9% | +6.1% | -7.0% | -3.8% |
| 6M | +7.5% | -8.2% | +15.7% | +7.9% |
| YTD | +14.6% | -52.3% | +66.9% | +38.8% |
| 1Y | +17.6% | -54.5% | +72.1% | +44.4% |
| 3Y | +60.8% | -58.6% | +119.4% | +98.1% |
| 5Y | +46.1% | -61.5% | +107.6% | +79.6% |
| All | +214.6% | +71.3% | +143.3% | +162.2% |
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