+185.8%
CGNX vs WCN
+235.9%
-50.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | +3.2% | -3.1% | +6.3% | +4.7% |
| 30D | +6.0% | -3.4% | +9.4% | +7.7% |
| 3M | +3.5% | +3.0% | +0.6% | +0.7% |
| 6M | +26.3% | -3.8% | +30.0% | +26.2% |
| YTD | +79.2% | -8.3% | +87.6% | +81.2% |
| 1Y | +43.8% | -9.7% | +53.5% | +45.7% |
| 3Y | +52.0% | +17.2% | +34.8% | +21.2% |
| 5Y | -24.0% | +25.3% | -49.3% | -43.5% |
| All | +185.8% | +235.9% | -50.1% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling