+62.8%
CVE vs GRMN
+1,496.2%
-1,433.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.8% | -2.4% |
| 7D | -14.1% | +2.3% | -16.4% | -15.2% |
| 30D | -11.6% | +2.6% | -14.2% | -13.1% |
| 3M | 0.0% | -5.0% | +5.0% | +1.2% |
| 6M | -8.4% | +23.1% | -31.5% | -17.9% |
| YTD | +65.9% | +42.9% | +23.0% | +37.5% |
| 1Y | +69.4% | +41.7% | +27.7% | +40.7% |
| 3Y | +55.9% | +160.7% | -104.8% | -7.9% |
| 5Y | +146.2% | +124.2% | +22.0% | +52.8% |
| 10Y | +140.6% | +684.8% | -544.1% | -11.9% |
| All | +62.8% | +1,496.2% | -1,433.5% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling