+217.8%
INTU vs CGNX
+193.6%
+24.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.3% | +1.5% |
| 7D | -3.3% | +3.2% | -6.5% | -4.3% |
| 30D | -3.9% | +6.0% | -9.9% | -6.2% |
| 3M | +16.6% | +3.5% | +13.1% | +12.8% |
| 6M | -26.4% | +26.3% | -52.7% | -34.7% |
| YTD | -51.0% | +79.2% | -130.2% | -63.4% |
| 1Y | -50.8% | +43.8% | -94.6% | -60.4% |
| 3Y | -40.1% | +52.0% | -92.0% | -56.3% |
| 5Y | -41.2% | -24.0% | -17.2% | -43.1% |
| All | +217.8% | +193.6% | +24.2% | +80.9% |
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