-69.3%
CPNG vs APTV
-69.7%
+0.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | -1.1% | -5.0% | +3.9% | +1.1% |
| 30D | -7.4% | -6.1% | -1.3% | -5.0% |
| 3M | -12.3% | -33.0% | +20.6% | +2.8% |
| 6M | -19.4% | -35.2% | +15.8% | -5.2% |
| YTD | -35.9% | -40.1% | +4.2% | -22.3% |
| 1Y | -53.4% | -45.6% | -7.8% | -41.0% |
| 3Y | -20.0% | -54.4% | +34.4% | +6.3% |
| 5Y | -49.6% | -68.9% | +19.3% | -26.3% |
| All | -69.3% | -69.7% | +0.4% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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