+5.1%
GNRC vs CGNX
+42.4%
-37.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.4% | 0.0% | +1.5% |
| 7D | +1.9% | +3.0% | -1.0% | +0.8% |
| 30D | -13.8% | -11.8% | -2.0% | -9.8% |
| 3M | -32.6% | -3.6% | -29.0% | -31.4% |
| 6M | -15.2% | +17.4% | -32.6% | -18.2% |
| YTD | +37.4% | +73.7% | -36.4% | +13.2% |
| 1Y | +5.1% | +41.5% | -36.4% | -5.9% |
| All | +5.1% | +42.4% | -37.2% | -5.9% |
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