-69.3%
CPNG vs AEIS
+174.0%
-243.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.9% | -1.9% | +1.7% |
| 7D | -1.1% | +2.3% | -3.4% | -1.8% |
| 30D | -7.4% | -14.8% | +7.5% | -3.6% |
| 3M | -12.3% | -15.6% | +3.2% | -10.9% |
| 6M | -19.4% | -8.7% | -10.7% | -21.9% |
| YTD | -35.9% | +37.3% | -73.2% | -47.4% |
| 1Y | -53.4% | +80.3% | -133.7% | -66.3% |
| 3Y | -20.0% | +177.9% | -197.9% | -55.1% |
| 5Y | -49.6% | +235.8% | -285.4% | -75.2% |
| All | -69.3% | +174.0% | -243.3% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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