+10.7%
SNDU vs CSGP
-27.6%
+38.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.0% | -19.8% | -8.0% |
| 7D | -48.0% | +18.3% | -66.3% | -23.2% |
| 30D | -66.4% | +17.8% | -84.2% | -46.3% |
| 3M | -58.7% | +9.3% | -68.0% | -43.6% |
| 6M | -68.6% | -7.9% | -60.7% | -51.8% |
| All | +10.7% | -27.6% | +38.3% | +32.2% |
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 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