+65.2%
CSGP vs GRMN
+668.8%
-603.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.6% |
| 7D | +1.3% | +4.7% | -3.5% | -0.8% |
| 30D | +10.7% | +3.4% | +7.3% | +9.3% |
| 3M | +3.3% | -5.0% | +8.3% | +5.7% |
| 6M | -10.3% | +18.6% | -28.9% | -17.8% |
| YTD | -54.6% | +42.5% | -97.1% | -62.0% |
| 1Y | -54.6% | +42.3% | -97.0% | -62.1% |
| 3Y | -60.3% | +158.5% | -218.8% | -76.1% |
| 5Y | -63.3% | +123.6% | -186.9% | -76.6% |
| All | +65.2% | +668.8% | -603.5% | -36.9% |
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