+665.3%
CSQ price history and return analytics
+346.0%
+319.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.7% |
| 7D | -2.6% | -2.3% | -0.2% | -0.3% |
| 30D | -6.4% | -5.0% | -1.5% | -1.6% |
| 3M | -6.2% | -4.9% | -1.4% | -1.5% |
| 6M | -1.7% | -1.5% | -0.1% | -0.1% |
| YTD | +5.3% | +8.5% | -3.2% | -2.6% |
| 1Y | +9.3% | +11.4% | -2.0% | -1.4% |
| 3Y | +75.0% | +70.1% | +5.0% | +5.0% |
| 5Y | +45.2% | +53.7% | -8.6% | -3.2% |
| 10Y | +345.6% | +220.0% | +125.6% | +55.8% |
| All | +665.3% | +346.0% | +319.3% | +102.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling