-51.2%
CPNG vs BUD
+44.7%
-95.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.7% |
| 7D | -7.6% | -1.3% | -6.3% | -7.0% |
| 30D | -8.8% | -6.1% | -2.7% | -6.1% |
| 3M | -7.2% | -3.8% | -3.5% | -6.1% |
| 6M | -21.5% | +8.2% | -29.7% | -25.4% |
| YTD | -37.4% | +23.6% | -61.0% | -44.9% |
| 1Y | -54.3% | +33.4% | -87.8% | -61.7% |
| 3Y | -20.3% | +45.3% | -65.6% | -40.1% |
| 5Y | -51.2% | +44.3% | -95.5% | -64.5% |
| All | -51.2% | +44.7% | -95.9% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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