-69.6%
EOSE vs CGNX
-25.4%
-44.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.1% | -5.1% | -3.3% |
| 7D | +1.8% | +3.2% | -1.4% | 0.0% |
| 30D | -6.8% | +6.0% | -12.8% | -10.1% |
| 3M | -36.3% | +3.5% | -39.8% | -37.7% |
| 6M | -38.8% | +26.3% | -65.1% | -46.2% |
| YTD | -65.5% | +79.2% | -144.8% | -76.3% |
| 1Y | -45.3% | +43.8% | -89.1% | -57.2% |
| 3Y | +44.2% | +52.0% | -7.8% | -0.8% |
| All | -69.6% | -25.4% | -44.2% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling