+139.6%
VIAV vs CGNX
-25.4%
+165.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.1% | -0.5% | +2.2% |
| 7D | +11.2% | +3.2% | +8.0% | +10.0% |
| 30D | -10.1% | +6.0% | -16.1% | -11.6% |
| 3M | -22.9% | +3.5% | -26.4% | -23.3% |
| 6M | +28.8% | +26.3% | +2.5% | +21.4% |
| YTD | +117.5% | +79.2% | +38.2% | +81.8% |
| 1Y | +216.1% | +43.8% | +172.3% | +177.4% |
| 3Y | +292.2% | +52.0% | +240.3% | +221.9% |
| All | +139.6% | -25.4% | +165.1% | +143.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling