+509.8%
AVAV vs CGNX
+193.6%
+316.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -1.7% |
| 7D | +1.4% | +3.2% | -1.7% | +0.3% |
| 30D | -24.3% | +6.0% | -30.3% | -25.9% |
| 3M | -20.1% | +3.5% | -23.7% | -21.6% |
| 6M | -29.4% | +26.3% | -55.7% | -35.7% |
| YTD | -39.3% | +79.2% | -118.6% | -52.9% |
| 1Y | -39.3% | +43.8% | -83.1% | -49.2% |
| 3Y | +29.5% | +52.0% | -22.5% | +0.8% |
| 5Y | +56.3% | -24.0% | +80.4% | +51.7% |
| All | +509.8% | +193.6% | +316.2% | +208.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling