+180.6%
CEG vs GRMN
+182.7%
-2.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | +11.0% | -11.3% | +22.3% | +14.1% |
| 3M | +19.5% | +17.7% | +1.8% | +14.1% |
| 6M | -5.9% | +14.2% | -20.0% | -9.4% |
| YTD | -15.0% | +37.0% | -52.0% | -22.3% |
| 1Y | +0.6% | +17.0% | -16.4% | -4.5% |
| 3Y | +180.6% | +183.2% | -2.6% | +106.4% |
| All | +180.6% | +182.7% | -2.1% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling