+33.5%
CGNX vs WU
-18.0%
+51.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.4% | -14.1% | -8.6% |
| 7D | -9.2% | +8.2% | -17.4% | -9.1% |
| 30D | -17.6% | +8.0% | -25.6% | -17.6% |
| 3M | -25.7% | -6.6% | -19.1% | -25.2% |
| 6M | -5.5% | -23.3% | +17.8% | -4.1% |
| YTD | +48.1% | -22.4% | +70.5% | +48.7% |
| 1Y | +33.5% | -18.0% | +51.5% | +33.3% |
| All | +33.5% | -18.0% | +51.5% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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