-69.3%
CPNG vs AEE
+61.8%
-131.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -7.4% | -2.9% | -4.4% | -6.9% |
| 3M | -12.3% | -2.4% | -9.9% | -12.1% |
| 6M | -19.4% | -2.7% | -16.7% | -19.2% |
| YTD | -35.9% | +7.3% | -43.2% | -37.1% |
| 1Y | -53.4% | +7.5% | -61.0% | -54.3% |
| 3Y | -20.0% | +46.2% | -66.2% | -26.5% |
| 5Y | -49.6% | +39.7% | -89.3% | -53.0% |
| All | -69.3% | +61.8% | -131.1% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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