-75.1%
PATH vs CGNX
-25.9%
-49.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.9% |
| 7D | -24.6% | +3.2% | -27.8% | -25.8% |
| 30D | -13.0% | -3.7% | -9.2% | -12.0% |
| 3M | +26.2% | +1.0% | +25.2% | +22.5% |
| 6M | +13.4% | +22.1% | -8.7% | -1.4% |
| YTD | -17.2% | +72.7% | -89.9% | -44.9% |
| 1Y | +14.0% | +40.4% | -26.3% | -14.3% |
| 3Y | -26.6% | +45.2% | -71.8% | -51.0% |
| 5Y | -75.1% | -26.7% | -48.4% | -75.2% |
| All | -75.1% | -25.9% | -49.2% | -75.2% |
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