+25,523.5%
CAT vs CGNX
+12,360.6%
+13,162.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +0.6% | +1.5% | -0.9% | +0.3% |
| 30D | -4.5% | -1.8% | -2.8% | -4.3% |
| 3M | -5.8% | +5.3% | -11.1% | -6.8% |
| 6M | +12.7% | +22.3% | -9.6% | +8.4% |
| YTD | +41.4% | +72.2% | -30.8% | +25.6% |
| 1Y | +92.1% | +39.8% | +52.2% | +76.8% |
| 3Y | +197.5% | +44.8% | +152.6% | +167.3% |
| 5Y | +327.9% | -27.0% | +355.0% | +327.1% |
| 10Y | +1,140.8% | +177.7% | +963.1% | +856.5% |
| All | +25,523.5% | +12,360.6% | +13,162.9% | +9,951.0% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling