+658.1%
CSQ price history and return analytics
+345.0%
+313.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -1.0% | -1.0% |
| 7D | -5.7% | -4.2% | -1.5% | -1.6% |
| 30D | -7.7% | -5.8% | -1.9% | -2.1% |
| 3M | -7.0% | -5.2% | -1.8% | -1.9% |
| 6M | -0.9% | +0.1% | -1.0% | -0.9% |
| YTD | +4.3% | +8.2% | -3.9% | -3.3% |
| 1Y | +7.0% | +10.1% | -3.1% | -2.5% |
| 3Y | +71.8% | +69.7% | +2.1% | +3.3% |
| 5Y | +43.8% | +53.4% | -9.6% | -3.9% |
| 10Y | +341.4% | +219.2% | +122.2% | +54.7% |
| All | +658.1% | +345.0% | +313.1% | +101.1% |
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 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