+1,761.1%
CLS vs GRMN
+655.8%
+1,105.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.0% |
| 7D | -13.9% | +6.3% | -20.2% | -17.0% |
| 30D | -38.2% | +7.6% | -45.7% | -41.3% |
| 3M | -28.8% | -7.5% | -21.4% | -26.4% |
| 6M | -40.4% | +21.2% | -61.6% | -47.9% |
| YTD | -24.3% | +44.0% | -68.3% | -40.2% |
| 1Y | -35.0% | +44.7% | -79.8% | -48.8% |
| 3Y | +778.7% | +160.5% | +618.2% | +367.7% |
| 5Y | +1,884.8% | +124.6% | +1,760.2% | +1,032.4% |
| 10Y | +1,761.1% | +651.6% | +1,109.5% | +545.9% |
| All | +1,761.1% | +655.8% | +1,105.3% | +545.9% |
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