+73.6%
CGNX vs PLTU
+133.3%
-59.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +4.0% |
| 7D | +3.2% | -8.1% | +11.3% | +3.8% |
| 30D | +6.0% | -7.0% | +13.0% | +6.2% |
| 3M | +3.5% | +40.0% | -36.5% | -0.6% |
| 6M | +26.3% | -6.0% | +32.3% | +23.4% |
| YTD | +79.2% | -37.1% | +116.3% | +80.1% |
| 1Y | +43.8% | -33.1% | +76.9% | +43.1% |
| All | +73.6% | +133.3% | -59.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling