-51.1%
CPNG vs APA
+169.7%
-220.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -5.4% | +0.8% | -6.2% | -5.6% |
| 30D | -11.1% | +9.6% | -20.7% | -12.7% |
| 3M | -3.0% | +18.0% | -21.0% | -6.6% |
| 6M | -23.5% | +41.9% | -65.4% | -30.1% |
| YTD | -37.8% | +86.3% | -124.1% | -46.7% |
| 1Y | -54.3% | +97.9% | -152.2% | -61.7% |
| 3Y | -20.8% | +12.8% | -33.6% | -25.9% |
| 5Y | -51.1% | +177.2% | -228.3% | -62.2% |
| All | -51.1% | +169.7% | -220.8% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling