+270.7%
OKLO vs CGNX
-25.4%
+296.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +4.1% | -13.3% | -10.6% |
| 7D | -12.2% | +3.2% | -15.4% | -13.3% |
| 30D | -19.7% | +6.0% | -25.7% | -21.6% |
| 3M | -37.4% | +3.5% | -40.9% | -38.3% |
| 6M | -42.3% | +26.3% | -68.6% | -45.9% |
| YTD | -49.5% | +79.2% | -128.8% | -58.1% |
| 1Y | -54.7% | +43.8% | -98.5% | -59.9% |
| 3Y | +249.6% | +52.0% | +197.7% | +192.6% |
| All | +270.7% | -25.4% | +296.1% | +211.0% |
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