+325.3%
STX vs CGNX
+45.2%
+280.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.1% | -7.8% | -5.6% |
| 7D | -2.3% | +3.2% | -5.4% | -3.8% |
| 30D | -5.5% | +6.0% | -11.5% | -7.6% |
| 3M | -4.3% | +3.5% | -7.8% | -5.2% |
| 6M | +115.6% | +26.3% | +89.3% | +99.4% |
| YTD | +202.2% | +79.2% | +122.9% | +143.8% |
| 1Y | +325.3% | +43.8% | +281.5% | +259.2% |
| All | +325.3% | +45.2% | +280.1% | +259.2% |
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 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