-6.6%
TEAM vs CSGP
-55.1%
+48.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -2.5% |
| 7D | -22.2% | -3.2% | -19.1% | -20.5% |
| 30D | -28.1% | +2.2% | -30.4% | -30.9% |
| 3M | -2.2% | -3.7% | +1.5% | -2.7% |
| 6M | +62.2% | -7.4% | +69.7% | +63.3% |
| YTD | -8.4% | -54.9% | +46.5% | +22.0% |
| 1Y | -6.6% | -54.9% | +48.3% | +23.9% |
| All | -6.6% | -55.1% | +48.5% | +23.9% |
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