+541.5%
BE vs CPNG
-76.1%
+617.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.3% | -4.7% |
| 7D | +10.8% | -6.8% | +17.6% | +14.0% |
| 30D | -19.8% | +5.5% | -25.3% | -22.0% |
| 3M | -18.7% | -6.8% | -12.0% | -17.1% |
| 6M | -33.7% | -4.8% | -28.9% | -33.5% |
| YTD | +121.0% | -35.6% | +156.6% | +157.4% |
| 1Y | +85.4% | -46.8% | +132.2% | +134.8% |
| 3Y | +1,709.5% | -0.8% | +1,710.3% | +1,573.5% |
| 5Y | +462.2% | -42.9% | +505.0% | +484.9% |
| All | +541.5% | -76.1% | +617.5% | +657.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 10y: compounded portfolio wealth divided by compounded CPNG 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…
10y analysis · Full analysis span regression · 6 months rolling