+41.0%
CVS vs GRMN
+646.1%
-605.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.0% | -1.8% | -0.2% | -1.6% |
| 30D | +1.9% | -12.1% | +14.0% | +4.3% |
| 3M | -2.2% | +18.0% | -20.2% | -5.8% |
| 6M | +26.7% | +13.7% | +13.0% | +22.6% |
| YTD | +22.9% | +35.3% | -12.4% | +14.4% |
| 1Y | +32.9% | +17.2% | +15.7% | +27.2% |
| 3Y | +62.3% | +179.6% | -117.3% | +18.6% |
| 5Y | +34.2% | +75.6% | -41.3% | +12.4% |
| All | +41.0% | +646.1% | -605.1% | -21.4% |
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