+995.9%
VZ vs CGNX
+12,469.7%
-11,473.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +0.2% | +3.6% | -3.4% | -0.1% |
| 30D | +7.1% | -6.8% | +14.0% | +7.6% |
| 3M | +12.8% | -0.1% | +12.9% | +12.4% |
| 6M | +1.8% | +26.2% | -24.4% | -0.8% |
| YTD | +30.0% | +73.7% | -43.7% | +22.5% |
| 1Y | +24.3% | +40.4% | -16.1% | +19.0% |
| 3Y | +84.3% | +46.1% | +38.2% | +73.0% |
| 5Y | +25.9% | -25.6% | +51.6% | +23.8% |
| 10Y | +61.1% | +171.3% | -110.2% | +36.5% |
| All | +995.9% | +12,469.7% | -11,473.7% | +517.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling