-69.2%
CPNG vs ALLY
+1.2%
-70.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | -6.8% | +0.4% | -7.1% | -6.9% |
| 30D | +5.5% | +5.2% | +0.2% | +3.4% |
| 3M | -6.8% | -13.3% | +6.6% | -1.3% |
| 6M | -4.8% | -6.7% | +1.8% | -2.2% |
| YTD | -35.6% | -12.8% | -22.8% | -32.4% |
| 1Y | -46.8% | +0.7% | -47.4% | -47.4% |
| 3Y | -0.8% | +65.2% | -66.0% | -26.7% |
| 5Y | -42.9% | -10.1% | -32.7% | -48.7% |
| All | -69.2% | +1.2% | -70.4% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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