+153.9%
CVE vs GRMN
+119.4%
+34.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.2% |
| 7D | +4.6% | -0.1% | +4.7% | +4.6% |
| 30D | -12.0% | +3.5% | -15.5% | -12.9% |
| 3M | -3.8% | -7.3% | +3.5% | -2.5% |
| 6M | -2.7% | +21.8% | -24.5% | -7.9% |
| YTD | +73.6% | +42.8% | +30.8% | +55.9% |
| 1Y | +62.0% | +46.5% | +15.5% | +44.4% |
| 3Y | +72.7% | +158.3% | -85.6% | +28.0% |
| 5Y | +153.9% | +122.6% | +31.3% | +114.5% |
| All | +153.9% | +119.4% | +34.5% | +114.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling