+18.0%
CGNX vs UUUU
-61.1%
+79.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -8.2% | -2.3% | -8.7% |
| 7D | -19.5% | -19.9% | +0.5% | -15.4% |
| 30D | -28.4% | -41.5% | +13.1% | -20.0% |
| 3M | -32.7% | -47.0% | +14.3% | -23.7% |
| 6M | -19.0% | -68.7% | +49.6% | -1.5% |
| YTD | +32.6% | -54.7% | +87.2% | +46.0% |
| 1Y | +18.0% | -59.3% | +77.4% | +31.5% |
| All | +18.0% | -61.1% | +79.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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