+5,377.6%
GRMN vs CPB
+55.1%
+5,322.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.3% | -1.9% |
| 7D | -0.9% | -1.6% | +0.7% | -0.5% |
| 30D | +1.2% | +19.2% | -18.0% | -3.2% |
| 3M | -8.9% | -0.9% | -8.0% | -9.1% |
| 6M | +23.0% | +15.2% | +7.8% | +17.7% |
| YTD | +41.2% | -13.1% | +54.3% | +44.4% |
| 1Y | +47.5% | -22.4% | +69.9% | +55.1% |
| 3Y | +155.8% | -35.3% | +191.1% | +176.8% |
| 5Y | +120.2% | -33.0% | +153.2% | +132.0% |
| 10Y | +629.9% | -39.2% | +669.0% | +657.8% |
| All | +5,377.6% | +55.1% | +5,322.6% | +3,844.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling