+308.8%
SPOT vs CSGP
-11.4%
+320.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.2% | 0.0% |
| 7D | +2.5% | -1.8% | +4.4% | +3.3% |
| 30D | +15.1% | +5.3% | +9.8% | +12.0% |
| 3M | +24.8% | +3.3% | +21.5% | +22.0% |
| 6M | +45.8% | -4.7% | +50.4% | +46.4% |
| YTD | +4.9% | -53.5% | +58.4% | +41.5% |
| 1Y | -1.3% | -53.7% | +52.5% | +33.2% |
| 3Y | +257.7% | -59.7% | +317.5% | +385.3% |
| 5Y | +118.5% | -62.5% | +181.0% | +194.7% |
| All | +308.8% | -11.4% | +320.1% | +257.2% |
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