+69.3%
CCI vs GRMN
+628.7%
-559.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | +2.5% | -0.9% | +3.4% | +2.7% |
| 30D | +14.4% | +1.2% | +13.2% | +13.9% |
| 3M | +21.7% | -8.9% | +30.6% | +24.5% |
| 6M | +4.0% | +23.0% | -19.0% | -2.7% |
| YTD | +6.2% | +41.2% | -35.0% | -5.3% |
| 1Y | +5.4% | +47.5% | -42.1% | -7.3% |
| 3Y | +11.7% | +155.8% | -144.0% | -24.8% |
| 5Y | -35.6% | +120.2% | -155.8% | -55.2% |
| All | +69.3% | +628.7% | -559.5% | -15.6% |
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