-45.1%
USAR vs CSGP
-54.8%
+9.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.7% | +1.8% |
| 7D | -0.8% | +1.3% | -2.1% | -0.6% |
| 30D | -20.9% | +2.8% | -23.8% | -20.0% |
| 3M | -56.2% | -6.3% | -49.8% | -56.2% |
| 6M | -67.9% | -3.2% | -64.7% | -67.4% |
| YTD | -31.4% | -54.0% | +22.5% | -27.7% |
| 1Y | -45.1% | -54.8% | +9.8% | -40.2% |
| All | -45.1% | -54.8% | +9.8% | -40.2% |
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