-69.0%
CPNG vs CASY
+281.2%
-350.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -7.4% | +0.1% | -7.5% | -7.5% |
| 30D | -4.4% | -11.3% | +6.9% | -2.1% |
| 3M | -7.5% | -0.6% | -6.9% | -8.8% |
| 6M | -19.9% | +10.7% | -30.7% | -24.0% |
| YTD | -35.2% | +37.1% | -72.3% | -42.5% |
| 1Y | -46.8% | +52.3% | -99.1% | -54.5% |
| 3Y | -20.2% | +215.2% | -235.3% | -48.8% |
| 5Y | -48.4% | +276.5% | -324.9% | -71.7% |
| All | -69.0% | +281.2% | -350.2% | -83.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling