-52.8%
CPNG vs CASY
+274.3%
-327.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.2% | -2.4% |
| 7D | -6.3% | -4.4% | -1.9% | -5.3% |
| 30D | -8.7% | -12.0% | +3.3% | -6.1% |
| 3M | -2.4% | -2.3% | -0.1% | -3.7% |
| 6M | -22.3% | +10.5% | -32.9% | -26.9% |
| YTD | -37.2% | +33.0% | -70.2% | -44.7% |
| 1Y | -53.0% | +41.1% | -94.1% | -59.7% |
| 3Y | -20.0% | +207.5% | -227.5% | -52.4% |
| 5Y | -52.8% | +290.7% | -343.5% | -76.9% |
| All | -52.8% | +274.3% | -327.1% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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