-76.6%
PLTD vs CGNX
+75.4%
-152.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.1% | -4.8% | +0.1% |
| 7D | +4.2% | +3.2% | +1.1% | +4.9% |
| 30D | +0.7% | +6.0% | -5.3% | +2.2% |
| 3M | -32.4% | +3.5% | -35.9% | -31.3% |
| 6M | -26.2% | +26.3% | -52.5% | -21.2% |
| YTD | -17.0% | +79.2% | -96.3% | -0.8% |
| 1Y | -26.7% | +43.8% | -70.5% | -17.5% |
| All | -76.6% | +75.4% | -152.0% | -65.2% |
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