+188.9%
AMAT vs CG
-24.3%
+213.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.9% |
| 7D | -1.5% | -4.3% | +2.8% | +0.1% |
| 30D | -14.8% | -5.1% | -9.7% | -13.2% |
| 3M | -9.3% | +8.7% | -17.9% | -12.4% |
| 6M | +27.4% | -9.2% | +36.6% | +31.0% |
| YTD | +77.6% | -18.9% | +96.4% | +90.8% |
| 1Y | +188.9% | -25.6% | +214.6% | +215.8% |
| All | +188.9% | -24.3% | +213.2% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling