+216.8%
CB vs GRMN
+633.1%
-416.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.3% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -3.9% | -11.3% | +7.4% | -0.8% |
| 3M | +4.9% | +17.7% | -12.8% | -0.5% |
| 6M | +3.3% | +14.2% | -10.9% | -1.6% |
| YTD | +8.5% | +37.0% | -28.5% | -2.5% |
| 1Y | +22.1% | +17.0% | +5.1% | +14.4% |
| 3Y | +70.1% | +183.2% | -113.1% | +7.7% |
| 5Y | +97.4% | +77.3% | +20.1% | +52.0% |
| 10Y | +216.8% | +630.9% | -414.1% | +39.5% |
| All | +216.8% | +633.1% | -416.3% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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