+4,055.0%
CGNX vs PTEN
+1,957.8%
+2,097.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | +3.2% | +3.5% | -0.3% | +2.5% |
| 30D | +6.0% | +17.5% | -11.5% | +2.6% |
| 3M | +3.5% | +12.7% | -9.2% | +0.1% |
| 6M | +26.3% | +33.1% | -6.8% | +16.8% |
| YTD | +79.2% | +116.4% | -37.2% | +49.6% |
| 1Y | +43.8% | +141.2% | -97.4% | +17.2% |
| 3Y | +52.0% | -3.8% | +55.7% | +44.2% |
| 5Y | -24.0% | +92.7% | -116.8% | -41.0% |
| 10Y | +189.1% | -17.1% | +206.2% | +115.4% |
| All | +4,055.0% | +1,957.8% | +2,097.2% | +1,597.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling