+772.8%
TEAM vs CSGP
+56.0%
+716.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.8% | -2.5% |
| 7D | -10.2% | +13.9% | -24.1% | -18.0% |
| 30D | -5.5% | +16.0% | -21.5% | -16.7% |
| 3M | +61.7% | +6.1% | +55.7% | +51.0% |
| 6M | +98.5% | -8.2% | +106.6% | +103.2% |
| YTD | +13.0% | -52.3% | +65.4% | +73.2% |
| 1Y | +13.5% | -54.5% | +68.0% | +78.7% |
| 3Y | +3.6% | -58.6% | +62.2% | +65.0% |
| 5Y | -58.4% | -61.5% | +3.1% | -30.6% |
| 10Y | +581.4% | +74.7% | +506.7% | +327.4% |
| All | +772.8% | +56.0% | +716.8% | +476.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling