+454.5%
TEAM vs CSGP
+65.4%
+389.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | -19.7% | -7.1% | -12.6% | -15.5% |
| 30D | -26.6% | +3.6% | -30.3% | -30.1% |
| 3M | -1.1% | -2.7% | +1.7% | -2.3% |
| 6M | +74.6% | -8.0% | +82.6% | +79.6% |
| YTD | -6.0% | -55.0% | +49.0% | +50.5% |
| 1Y | -3.2% | -55.8% | +52.5% | +56.2% |
| 3Y | -13.5% | -62.0% | +48.5% | +46.7% |
| 5Y | -65.5% | -62.9% | -2.6% | -40.7% |
| 10Y | +454.5% | +62.6% | +391.9% | +277.5% |
| All | +454.5% | +65.4% | +389.1% | +277.5% |
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