-69.2%
CPNG vs AXON
+115.3%
-184.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.5% |
| 7D | -6.8% | +0.8% | -7.5% | -7.0% |
| 30D | +5.5% | -22.8% | +28.3% | +13.0% |
| 3M | -6.8% | -48.8% | +42.0% | +12.7% |
| 6M | -4.8% | -16.3% | +11.5% | -4.5% |
| YTD | -35.6% | -44.5% | +8.9% | -27.4% |
| 1Y | -46.8% | -43.4% | -3.4% | -40.4% |
| 3Y | -0.8% | +44.3% | -45.0% | -38.1% |
| 5Y | -42.9% | +85.1% | -128.0% | -75.2% |
| All | -69.2% | +115.3% | -184.5% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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