+131.4%
CVX vs GRMN
+119.4%
+12.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.1% | +1.7% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | -0.6% | +3.5% | -4.2% | -1.2% |
| 3M | +11.0% | -7.3% | +18.3% | +11.9% |
| 6M | +18.4% | +21.8% | -3.3% | +14.7% |
| YTD | +45.9% | +42.8% | +3.1% | +36.7% |
| 1Y | +46.7% | +46.5% | +0.2% | +36.7% |
| 3Y | +71.6% | +158.3% | -86.7% | +40.7% |
| 5Y | +131.4% | +122.6% | +8.8% | +99.2% |
| All | +131.4% | +119.4% | +12.0% | +99.2% |
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