-20.0%
CPNG vs AGI
+206.1%
-226.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | -1.1% | -2.7% | +1.6% | -0.6% |
| 30D | -7.4% | +7.2% | -14.6% | -8.6% |
| 3M | -12.3% | +4.3% | -16.6% | -13.3% |
| 6M | -19.4% | -27.1% | +7.6% | -15.5% |
| YTD | -35.9% | -6.6% | -29.3% | -36.0% |
| 1Y | -53.4% | +9.5% | -62.9% | -55.0% |
| 3Y | -20.0% | +208.4% | -228.4% | -41.9% |
| All | -20.0% | +206.1% | -226.1% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling