+52.0%
CGNX vs PTEN
-3.7%
+55.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | +3.2% | +3.5% | -0.3% | +2.4% |
| 30D | +6.0% | +17.5% | -11.5% | +2.4% |
| 3M | +3.5% | +12.7% | -9.2% | +0.4% |
| 6M | +26.3% | +33.1% | -6.8% | +15.0% |
| YTD | +79.2% | +116.4% | -37.2% | +38.4% |
| 1Y | +43.8% | +141.2% | -97.4% | +6.5% |
| 3Y | +52.0% | -3.8% | +55.7% | +27.2% |
| All | +52.0% | -3.7% | +55.7% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling