+252.1%
INTC vs CGNX
+193.6%
+58.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | +0.8% |
| 7D | +7.5% | +3.2% | +4.3% | +6.0% |
| 30D | +2.0% | +6.0% | -4.0% | -0.6% |
| 3M | -12.0% | +3.5% | -15.5% | -12.7% |
| 6M | +114.5% | +26.3% | +88.3% | +97.6% |
| YTD | +179.0% | +79.2% | +99.7% | +114.9% |
| 1Y | +318.3% | +43.8% | +274.5% | +250.9% |
| 3Y | +171.2% | +52.0% | +119.3% | +111.1% |
| 5Y | +107.6% | -24.0% | +131.6% | +107.6% |
| All | +252.1% | +193.6% | +58.5% | +114.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling