-91.0%
SNDQ vs CSGP
-15.3%
-75.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.0% | +11.3% | +7.1% |
| 7D | +66.1% | +18.3% | +47.8% | +23.3% |
| 30D | +122.5% | +17.8% | +104.7% | +53.3% |
| 3M | +11.6% | +9.3% | +2.3% | -23.9% |
| 6M | -82.2% | -7.9% | -74.3% | -75.3% |
| All | -91.0% | -15.3% | -75.7% | -85.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling