-46.0%
CPNG vs CVE
+142.8%
-188.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +13.4% | -16.1% | +29.5% | +16.3% |
| 30D | +10.0% | -10.4% | +20.4% | +11.4% |
| 3M | -0.4% | -2.4% | +2.0% | -1.0% |
| 6M | -8.9% | -4.4% | -4.5% | -9.6% |
| YTD | -30.9% | +64.9% | -95.9% | -39.2% |
| 1Y | -43.8% | +66.0% | -109.9% | -50.6% |
| 3Y | -2.5% | +57.7% | -60.1% | -15.7% |
| All | -46.0% | +142.8% | -188.8% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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