+62.9%
CSGP vs GRMN
+651.6%
-588.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.4% |
| 7D | -3.2% | +6.3% | -9.5% | -5.8% |
| 30D | +2.2% | +7.6% | -5.3% | -0.6% |
| 3M | -3.7% | -7.5% | +3.8% | -0.3% |
| 6M | -7.4% | +21.2% | -28.7% | -16.0% |
| YTD | -54.9% | +44.0% | -98.9% | -62.5% |
| 1Y | -54.9% | +44.7% | -99.6% | -62.6% |
| 3Y | -61.9% | +160.5% | -222.4% | -77.1% |
| 5Y | -63.1% | +124.6% | -187.7% | -76.5% |
| All | +62.9% | +651.6% | -588.7% | -35.5% |
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