+86.2%
DOCN vs CGNX
+32.3%
+53.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.8% | +5.2% | +4.3% |
| 7D | +27.4% | +6.9% | +20.5% | +23.3% |
| 30D | -29.7% | -15.4% | -14.4% | -23.1% |
| 3M | -32.5% | -16.2% | -16.3% | -25.8% |
| 6M | -42.2% | -22.5% | -19.7% | -34.9% |
| YTD | +87.2% | +41.7% | +45.5% | +70.0% |
| 1Y | +86.2% | +33.8% | +52.4% | +75.2% |
| All | +86.2% | +32.3% | +53.9% | +75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling