+1,388.5%
CGNX vs UUUU
-92.8%
+1,481.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.0% | +9.1% | +4.6% |
| 7D | +3.2% | -10.5% | +13.7% | +4.2% |
| 30D | +6.0% | -10.5% | +16.5% | +7.0% |
| 3M | +3.5% | -14.1% | +17.7% | +4.7% |
| 6M | +26.3% | -35.5% | +61.8% | +30.6% |
| YTD | +79.2% | -10.9% | +90.2% | +78.1% |
| 1Y | +43.8% | +3.4% | +40.4% | +39.0% |
| 3Y | +52.0% | +73.1% | -21.2% | +35.8% |
| 5Y | -24.0% | +87.1% | -111.2% | -34.3% |
| 10Y | +189.1% | +463.0% | -274.0% | +113.1% |
| All | +1,388.5% | -92.8% | +1,481.3% | +1,109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling