+36.3%
HBAN vs CGNX
-25.4%
+61.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | -0.2% |
| 7D | -1.0% | +3.2% | -4.2% | -1.7% |
| 30D | -5.6% | +6.0% | -11.6% | -7.0% |
| 3M | -1.1% | +3.5% | -4.7% | -2.8% |
| 6M | +9.9% | +26.3% | -16.4% | +2.5% |
| YTD | -0.9% | +79.2% | -80.2% | -18.0% |
| 1Y | -1.4% | +43.8% | -45.2% | -13.7% |
| 3Y | +78.2% | +52.0% | +26.3% | +45.3% |
| All | +36.3% | -25.4% | +61.7% | +21.8% |
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