+177.3%
HOOD vs CGNX
-25.4%
+202.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.1% | -4.8% | -2.7% |
| 7D | -7.8% | +3.2% | -11.0% | -9.3% |
| 30D | +18.6% | +6.0% | +12.6% | +14.9% |
| 3M | +22.1% | +3.5% | +18.5% | +17.8% |
| 6M | +43.1% | +26.3% | +16.8% | +24.2% |
| YTD | -0.5% | +79.2% | -79.7% | -34.1% |
| 1Y | -4.4% | +43.8% | -48.2% | -27.8% |
| 3Y | +938.5% | +52.0% | +886.5% | +582.0% |
| All | +177.3% | -25.4% | +202.7% | +179.3% |
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 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