+22.6%
CDE vs GRMN
+6,622.3%
-6,599.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +2.3% | +0.2% | +2.1% | +2.2% |
| 30D | +18.8% | -11.3% | +30.1% | +23.7% |
| 3M | +23.5% | +17.7% | +5.8% | +15.9% |
| 6M | -8.6% | +14.2% | -22.8% | -13.0% |
| YTD | +16.0% | +37.0% | -21.0% | +4.1% |
| 1Y | +42.1% | +17.0% | +25.1% | +33.9% |
| 3Y | +835.9% | +183.2% | +652.7% | +544.9% |
| 5Y | +197.6% | +77.3% | +120.3% | +136.9% |
| 10Y | +39.6% | +630.9% | -591.3% | -27.2% |
| All | +22.6% | +6,622.3% | -6,599.7% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling