+183.3%
ROIV vs CGNX
+45.2%
+138.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -0.9% |
| 7D | +16.9% | +3.2% | +13.7% | +16.3% |
| 30D | +12.9% | +6.0% | +6.9% | +11.8% |
| 3M | +37.3% | +3.5% | +33.8% | +35.8% |
| 6M | +38.0% | +26.3% | +11.7% | +32.9% |
| YTD | +88.1% | +79.2% | +8.9% | +74.5% |
| 1Y | +183.3% | +43.8% | +139.5% | +159.9% |
| All | +183.3% | +45.2% | +138.1% | +159.9% |
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