+19,829.2%
DINO vs CGNX
+12,871.6%
+6,957.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -4.0% | -0.5% |
| 7D | +2.3% | +3.2% | -0.9% | +1.8% |
| 30D | +22.6% | +6.0% | +16.6% | +21.5% |
| 3M | +55.2% | +3.5% | +51.7% | +53.6% |
| 6M | +93.8% | +26.3% | +67.5% | +85.3% |
| YTD | +139.5% | +79.2% | +60.3% | +114.6% |
| 1Y | +115.3% | +43.8% | +71.5% | +98.5% |
| 3Y | +98.8% | +52.0% | +46.8% | +78.8% |
| 5Y | +333.5% | -24.0% | +357.5% | +322.7% |
| 10Y | +487.5% | +189.1% | +298.5% | +373.9% |
| All | +19,829.2% | +12,871.6% | +6,957.6% | +11,330.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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