-69.3%
CPNG vs BEN
+53.8%
-123.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -1.1% | -3.1% | +2.0% | +0.5% |
| 30D | -7.4% | +0.2% | -7.5% | -7.6% |
| 3M | -12.3% | +6.8% | -19.2% | -15.6% |
| 6M | -19.4% | +38.1% | -57.5% | -32.3% |
| YTD | -35.9% | +44.3% | -80.3% | -47.4% |
| 1Y | -53.4% | +42.6% | -96.0% | -61.7% |
| 3Y | -20.0% | +52.3% | -72.3% | -39.3% |
| 5Y | -49.6% | +37.6% | -87.2% | -62.2% |
| All | -69.3% | +53.8% | -123.1% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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