+172.2%
CVX vs GRMN
+75.7%
+96.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.1% |
| 7D | +1.0% | -1.4% | +2.4% | +1.1% |
| 30D | +10.7% | -13.1% | +23.7% | +12.6% |
| 3M | +15.5% | +14.9% | +0.5% | +12.9% |
| 6M | +14.9% | +13.1% | +1.8% | +12.3% |
| YTD | +44.2% | +35.3% | +8.9% | +36.3% |
| 1Y | +43.5% | +16.0% | +27.5% | +39.0% |
| 3Y | +45.0% | +179.6% | -134.6% | +17.0% |
| 5Y | +172.2% | +75.0% | +97.1% | +133.0% |
| All | +172.2% | +75.7% | +96.5% | +133.0% |
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 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