+8.2%
CPNG vs AXON
+31.7%
-23.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.3% |
| 7D | +11.7% | -28.7% | +40.4% | +17.5% |
| 30D | +3.8% | -28.3% | +32.1% | +9.1% |
| 3M | +1.2% | -46.9% | +48.1% | +11.1% |
| 6M | -3.3% | -24.9% | +21.6% | -0.7% |
| YTD | -30.4% | -46.6% | +16.2% | -25.1% |
| 1Y | -43.1% | -49.7% | +6.5% | -38.3% |
| 3Y | +8.2% | +40.6% | -32.3% | -6.9% |
| All | +8.2% | +31.7% | -23.4% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling