+15.7%
GEHC vs CGNX
+31.4%
-15.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -8.7% | +15.1% | +6.2% |
| 7D | +13.2% | -9.2% | +22.4% | +13.0% |
| 30D | +30.6% | -17.6% | +48.2% | +30.4% |
| 3M | +22.2% | -25.7% | +47.9% | +22.2% |
| 6M | +40.8% | -5.5% | +46.3% | +38.5% |
| YTD | +4.8% | +48.1% | -43.3% | +1.4% |
| 1Y | +15.7% | +33.5% | -17.8% | +15.3% |
| All | +15.7% | +31.4% | -15.7% | +15.3% |
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