+968.5%
CSW price history and return analytics
+270.0%
+698.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -3.2% | +0.4% | -3.6% | -3.6% |
| 30D | -10.9% | +1.0% | -11.8% | -11.7% |
| 3M | +14.5% | +2.4% | +12.1% | +12.2% |
| 6M | +11.0% | +12.0% | -1.0% | -0.6% |
| YTD | +5.4% | +15.3% | -9.9% | -8.1% |
| 1Y | +16.5% | +22.6% | -6.1% | -4.3% |
| 3Y | +68.4% | +74.7% | -6.3% | +0.9% |
| 5Y | +140.7% | +66.1% | +74.6% | +50.4% |
| 10Y | +889.3% | +225.0% | +664.3% | +268.0% |
| All | +968.5% | +270.0% | +698.4% | +296.7% |
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 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