-69.9%
CPNG vs ACWI
+86.4%
-156.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.4% |
| 7D | -6.3% | +1.1% | -7.3% | -7.8% |
| 30D | -8.7% | -0.2% | -8.6% | -8.5% |
| 3M | -2.4% | +4.7% | -7.1% | -9.1% |
| 6M | -22.3% | +14.5% | -36.8% | -37.2% |
| YTD | -37.2% | +14.6% | -51.8% | -49.3% |
| 1Y | -53.0% | +21.4% | -74.4% | -65.4% |
| 3Y | -20.0% | +77.6% | -97.6% | -69.9% |
| 5Y | -52.8% | +68.1% | -120.8% | -80.8% |
| All | -69.9% | +86.4% | -156.4% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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