+859.3%
CSW price history and return analytics
+247.2%
+612.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | -2.2% |
| 7D | -5.0% | -4.2% | -0.8% | -0.6% |
| 30D | -6.7% | -5.8% | -0.9% | -0.7% |
| 3M | -20.0% | -5.2% | -14.7% | -15.2% |
| 6M | +1.0% | +0.1% | +0.9% | +1.6% |
| YTD | -5.4% | +8.2% | -13.6% | -11.7% |
| 1Y | +14.8% | +10.1% | +4.7% | +5.3% |
| 3Y | +60.3% | +69.7% | -9.4% | -0.3% |
| 5Y | +102.8% | +53.4% | +49.4% | +37.6% |
| 10Y | +880.5% | +219.2% | +661.3% | +284.1% |
| All | +859.3% | +247.2% | +612.0% | +280.9% |
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