-52.8%
CPNG vs AXON
+177.9%
-230.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.2% | -2.5% |
| 7D | -6.3% | -2.5% | -3.8% | -5.7% |
| 30D | -8.7% | -11.5% | +2.7% | -5.7% |
| 3M | -2.4% | +7.3% | -9.7% | -7.2% |
| 6M | -22.3% | -11.9% | -10.4% | -22.0% |
| YTD | -37.2% | -11.0% | -26.2% | -37.9% |
| 1Y | -53.0% | -31.8% | -21.2% | -49.2% |
| 3Y | -20.0% | +135.4% | -155.4% | -58.6% |
| 5Y | -52.8% | +176.9% | -229.6% | -83.6% |
| All | -52.8% | +177.9% | -230.7% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling