+67.4%
CSPI price history and return analytics
+57.4%
+10.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.6% | -7.0% | -6.8% |
| 7D | -8.2% | +0.4% | -8.6% | -8.6% |
| 30D | -5.8% | -2.6% | -3.2% | -3.8% |
| 3M | -14.6% | -3.2% | -11.4% | -12.1% |
| 6M | -23.9% | +0.9% | -24.8% | -24.8% |
| YTD | -44.0% | +11.3% | -55.3% | -49.8% |
| 1Y | -37.6% | +14.0% | -51.6% | -45.3% |
| 3Y | -42.5% | +75.8% | -118.4% | -63.3% |
| 5Y | +67.4% | +57.8% | +9.6% | +9.1% |
| All | +67.4% | +57.4% | +10.0% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling