-46.0%
CPNG vs ACWI
+54.8%
-100.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.7% |
| 7D | +13.4% | -2.4% | +15.7% | +17.8% |
| 30D | +10.0% | -5.2% | +15.2% | +19.6% |
| 3M | -0.4% | -4.8% | +4.5% | +7.6% |
| 6M | -8.9% | -1.3% | -7.6% | -6.9% |
| YTD | -30.9% | +8.4% | -39.3% | -39.3% |
| 1Y | -43.8% | +11.0% | -54.9% | -52.5% |
| 3Y | -2.5% | +70.6% | -73.0% | -62.2% |
| All | -46.0% | +54.8% | -100.9% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling