-66.9%
CPNG vs CVE
+266.8%
-333.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +13.4% | -16.1% | +29.5% | +16.0% |
| 30D | +10.0% | -10.4% | +20.4% | +11.3% |
| 3M | -0.4% | -2.4% | +2.0% | -0.9% |
| 6M | -8.9% | -4.4% | -4.5% | -9.5% |
| YTD | -30.9% | +64.9% | -95.9% | -38.2% |
| 1Y | -43.8% | +66.0% | -109.9% | -49.8% |
| 3Y | -2.5% | +57.7% | -60.1% | -14.1% |
| 5Y | -45.6% | +144.7% | -190.3% | -53.6% |
| All | -66.9% | +266.8% | -333.7% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling