-71.4%
SOUN vs CGNX
+31.4%
-102.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -8.7% | +13.5% | +7.0% |
| 7D | -2.7% | -9.2% | +6.5% | -0.6% |
| 30D | -26.5% | -17.6% | -9.0% | -23.2% |
| 3M | -33.6% | -25.7% | -7.9% | -29.0% |
| 6M | -54.4% | -5.5% | -48.9% | -54.4% |
| YTD | -56.7% | +48.1% | -104.8% | -66.4% |
| 1Y | -71.4% | +33.5% | -105.0% | -75.8% |
| All | -71.4% | +31.4% | -102.9% | -75.8% |
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