+127,577.9%
AAPL vs CGNX
+12,871.6%
+114,706.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.8% |
| 7D | +3.8% | +3.2% | +0.7% | +3.1% |
| 30D | +9.9% | +6.0% | +3.9% | +8.2% |
| 3M | +12.5% | +3.5% | +8.9% | +10.4% |
| 6M | +27.6% | +26.3% | +1.3% | +19.3% |
| YTD | +22.6% | +79.2% | -56.7% | +3.4% |
| 1Y | +45.0% | +43.8% | +1.2% | +27.6% |
| 3Y | +87.8% | +52.0% | +35.8% | +58.3% |
| 5Y | +128.7% | -24.0% | +152.7% | +121.8% |
| 10Y | +1,308.9% | +189.1% | +1,119.8% | +897.8% |
| All | +127,577.9% | +12,871.6% | +114,706.3% | +38,105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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