+260.6%
SNDU vs CSGP
-31.3%
+291.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.4% | +26.1% | +18.2% |
| 7D | +35.2% | -4.1% | +39.2% | +24.6% |
| 30D | +50.8% | +2.3% | +48.5% | +57.5% |
| 3M | -43.2% | -8.2% | -35.0% | -27.5% |
| All | +260.6% | -31.3% | +291.9% | +243.4% |
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 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 · Available span rolling