-76.9%
PLTD vs CGNX
+69.0%
-146.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.3% |
| 7D | -0.9% | +3.2% | -4.2% | -0.3% |
| 30D | +1.3% | -3.7% | +5.1% | +0.7% |
| 3M | -32.9% | +1.0% | -33.9% | -32.1% |
| 6M | -24.9% | +22.1% | -47.0% | -20.4% |
| YTD | -18.2% | +72.7% | -90.9% | -3.1% |
| 1Y | -28.7% | +40.4% | -69.1% | -20.0% |
| All | -76.9% | +69.0% | -146.0% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling