-51.1%
CPNG vs EXE
+99.3%
-150.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -5.4% | -2.2% | -3.2% | -4.9% |
| 30D | -11.1% | -0.8% | -10.3% | -11.0% |
| 3M | -3.0% | +10.0% | -13.0% | -5.5% |
| 6M | -23.5% | -6.3% | -17.2% | -22.6% |
| YTD | -37.8% | -10.7% | -27.1% | -36.6% |
| 1Y | -54.3% | +2.7% | -57.0% | -55.4% |
| 3Y | -20.8% | +19.1% | -39.9% | -26.8% |
| 5Y | -51.1% | +105.4% | -156.5% | -59.9% |
| All | -51.1% | +99.3% | -150.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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