+866.8%
CSW price history and return analytics
+219.2%
+647.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +3.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +0.3% | -2.6% | +2.9% | +3.4% |
| 3M | -17.8% | -3.2% | -14.5% | -14.5% |
| 6M | +6.3% | +0.9% | +5.4% | +6.1% |
| YTD | -1.5% | +11.3% | -12.8% | -11.2% |
| 1Y | +18.1% | +14.0% | +4.1% | +3.8% |
| 3Y | +73.6% | +75.8% | -2.2% | +0.5% |
| 5Y | +109.0% | +57.8% | +51.2% | +34.0% |
| All | +866.8% | +219.2% | +647.6% | +212.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling