-10.0%
CLX vs GRMN
+165.7%
-175.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | +7.8% | +1.7% | +6.1% | +7.6% |
| 30D | +28.5% | +10.2% | +18.3% | +27.2% |
| 3M | +1.3% | -4.7% | +6.0% | +1.6% |
| 6M | +23.4% | +22.3% | +1.1% | +20.6% |
| YTD | +11.4% | +46.7% | -35.3% | +7.6% |
| 1Y | +6.9% | +49.6% | -42.7% | +3.1% |
| All | -10.0% | +165.7% | -175.7% | -14.7% |
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