-21.9%
CPNG vs APA
+12.6%
-34.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.6% |
| 7D | -7.6% | +0.3% | -7.9% | -7.6% |
| 30D | -8.8% | +9.3% | -18.1% | -9.6% |
| 3M | -7.2% | +23.3% | -30.6% | -9.2% |
| 6M | -21.5% | +39.5% | -61.0% | -24.9% |
| YTD | -37.4% | +87.6% | -125.0% | -42.6% |
| 1Y | -54.3% | +114.2% | -168.6% | -59.2% |
| All | -21.9% | +12.6% | -34.5% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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