-51.1%
CPNG vs AVTR
-64.7%
+13.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.4% | -2.0% | -3.4% | -4.9% |
| 30D | -11.1% | +8.1% | -19.2% | -12.9% |
| 3M | -3.0% | +54.2% | -57.2% | -14.4% |
| 6M | -23.5% | +82.6% | -106.1% | -36.0% |
| YTD | -37.8% | +29.8% | -67.7% | -42.8% |
| 1Y | -54.3% | +18.0% | -72.3% | -58.0% |
| 3Y | -20.8% | -26.4% | +5.7% | -19.5% |
| 5Y | -51.1% | -64.8% | +13.8% | -29.0% |
| All | -51.1% | -64.7% | +13.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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