-33.3%
PLTD vs CGNX
+42.4%
-75.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.2% | +5.0% |
| 7D | +5.9% | +3.0% | +3.0% | +6.4% |
| 30D | -11.6% | -11.8% | +0.2% | -13.0% |
| 3M | -29.9% | -3.6% | -26.3% | -29.8% |
| 6M | -28.5% | +17.4% | -45.9% | -26.4% |
| YTD | -20.4% | +73.7% | -94.1% | -9.0% |
| 1Y | -33.3% | +41.5% | -74.8% | -28.9% |
| All | -33.3% | +42.4% | -75.7% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling