+7.3%
CCI vs CGNX
+31.4%
-24.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -8.7% | +15.1% | +6.4% |
| 7D | +5.0% | -9.2% | +14.2% | +5.0% |
| 30D | +36.4% | -17.6% | +54.0% | +36.3% |
| 3M | +20.4% | -25.7% | +46.1% | +20.1% |
| 6M | +4.9% | -5.5% | +10.4% | +3.6% |
| YTD | +7.8% | +48.1% | -40.3% | +2.6% |
| 1Y | +7.3% | +33.5% | -26.2% | +3.9% |
| All | +7.3% | +31.4% | -24.1% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling