+88.6%
TGT vs CSGP
-53.2%
+141.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.0% | +1.6% | +5.0% |
| 7D | +9.5% | +18.3% | -8.8% | +7.0% |
| 30D | +6.6% | +17.8% | -11.2% | +4.0% |
| 3M | +11.0% | +9.3% | +1.7% | +9.3% |
| 6M | +29.9% | -7.9% | +37.8% | +28.9% |
| YTD | +71.4% | -51.5% | +123.0% | +77.9% |
| 1Y | +88.6% | -53.3% | +141.9% | +100.3% |
| All | +88.6% | -53.2% | +141.8% | +100.3% |
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