+42.2%
CVX vs GRMN
+182.7%
-140.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +13.4% | -11.3% | +24.8% | +14.6% |
| 3M | +11.8% | +17.7% | -5.9% | +9.9% |
| 6M | +12.4% | +14.2% | -1.7% | +10.7% |
| YTD | +41.5% | +37.0% | +4.5% | +35.5% |
| 1Y | +41.6% | +17.0% | +24.6% | +38.4% |
| 3Y | +42.2% | +183.2% | -141.0% | +30.5% |
| All | +42.2% | +182.7% | -140.4% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling