+3,000.9%
TXN vs CSGP
+3,294.4%
-293.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | +0.9% |
| 7D | -7.8% | +1.3% | -9.1% | -8.2% |
| 30D | -3.6% | +10.7% | -14.2% | -7.0% |
| 3M | +0.1% | +3.3% | -3.2% | -2.3% |
| 6M | -3.2% | -10.3% | +7.1% | -3.7% |
| YTD | +63.4% | -54.6% | +117.9% | +91.5% |
| 1Y | +75.6% | -54.6% | +130.3% | +105.7% |
| 3Y | +104.0% | -60.3% | +164.4% | +144.6% |
| 5Y | +65.0% | -63.3% | +128.3% | +98.4% |
| 10Y | +437.9% | +66.5% | +371.5% | +342.6% |
| All | +3,000.9% | +3,294.4% | -293.6% | +1,074.3% |
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 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