+5,240.8%
GRMN vs CPB
+43.8%
+5,197.1%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.8% |
| 7D | -2.9% | -8.6% | +5.7% | -0.8% |
| 30D | -8.4% | -7.2% | -1.2% | -6.9% |
| 3M | +15.0% | +0.9% | +14.1% | +14.1% |
| 6M | +11.2% | -11.8% | +23.0% | +13.9% |
| YTD | +37.7% | -19.4% | +57.1% | +43.8% |
| 1Y | +18.5% | -30.4% | +48.9% | +28.2% |
| 3Y | +175.8% | -40.2% | +216.0% | +204.8% |
| 5Y | +75.1% | -39.5% | +114.6% | +89.9% |
| 10Y | +637.0% | -47.4% | +684.4% | +701.5% |
| All | +5,240.8% | +43.8% | +5,197.1% | +3,829.6% |
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