+468.2%
GRMN vs CLBK
+65.6%
+402.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -1.8% | -1.4% | -0.4% | -1.4% |
| 30D | -12.1% | +4.5% | -16.6% | -13.3% |
| 3M | +18.0% | +22.8% | -4.8% | +10.6% |
| 6M | +13.7% | +43.4% | -29.7% | +1.6% |
| YTD | +35.3% | +64.1% | -28.8% | +15.9% |
| 1Y | +17.2% | +67.6% | -50.3% | -0.4% |
| 3Y | +179.6% | +53.3% | +126.4% | +137.6% |
| 5Y | +75.6% | +44.8% | +30.7% | +42.7% |
| All | +468.2% | +65.6% | +402.6% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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