+7.0%
SHW vs CGNX
+31.4%
-24.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -8.7% | +15.3% | +7.3% |
| 7D | +13.3% | -9.2% | +22.5% | +14.0% |
| 30D | +14.1% | -17.6% | +31.7% | +16.1% |
| 3M | +0.8% | -25.7% | +26.5% | +3.6% |
| 6M | +17.6% | -5.5% | +23.1% | +16.6% |
| YTD | +13.0% | +48.1% | -35.1% | +4.9% |
| 1Y | +7.0% | +33.5% | -26.5% | +2.1% |
| All | +7.0% | +31.4% | -24.5% | +2.1% |
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