+17.8%
CPN vs VOO
+184.9%
-167.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.3% |
| 7D | +0.2% | +2.4% | -2.2% | -1.8% |
| 30D | +1.3% | +1.9% | -0.5% | -0.6% |
| 3M | +1.1% | +3.8% | -2.7% | -2.8% |
| 6M | +3.3% | +12.4% | -9.0% | -7.7% |
| YTD | +0.8% | +2.7% | -1.9% | -2.1% |
| 1Y | +39.0% | +18.2% | +20.8% | +18.3% |
| 3Y | -26.0% | +40.7% | -66.7% | -46.0% |
| 5Y | -23.5% | +94.6% | -118.1% | -57.8% |
| All | +17.8% | +184.9% | -167.2% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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