+41.5%
CGNX vs PTEN
+135.2%
-93.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.4% |
| 7D | +3.0% | +0.7% | +2.2% | +3.0% |
| 30D | -11.8% | +31.2% | -43.1% | -11.2% |
| 3M | -3.6% | +2.0% | -5.6% | -2.6% |
| 6M | +17.4% | +42.4% | -25.0% | +14.2% |
| YTD | +73.7% | +109.2% | -35.5% | +46.9% |
| 1Y | +41.5% | +122.3% | -80.8% | +12.8% |
| All | +41.5% | +135.2% | -93.7% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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