+637.6%
GRMN vs CPB
-45.5%
+683.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +0.6% |
| 7D | -1.8% | -5.4% | +3.6% | -1.1% |
| 30D | -12.1% | -7.8% | -4.3% | -11.2% |
| 3M | +18.0% | -6.9% | +24.9% | +18.8% |
| 6M | +13.7% | -12.2% | +25.9% | +15.4% |
| YTD | +35.3% | -21.1% | +56.4% | +39.1% |
| 1Y | +17.2% | -33.5% | +50.8% | +23.5% |
| 3Y | +179.6% | -43.2% | +222.8% | +198.1% |
| 5Y | +75.6% | -40.9% | +116.4% | +84.5% |
| All | +637.6% | -45.5% | +683.1% | +688.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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