-51.2%
CPNG vs EXPE
+89.3%
-140.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -7.6% | -11.5% | +3.9% | -4.1% |
| 30D | -8.8% | -13.1% | +4.2% | -4.9% |
| 3M | -7.2% | +18.1% | -25.4% | -12.5% |
| 6M | -21.5% | +13.3% | -34.8% | -25.4% |
| YTD | -37.4% | -3.2% | -34.2% | -38.2% |
| 1Y | -54.3% | +26.1% | -80.5% | -59.1% |
| 3Y | -20.3% | +151.7% | -172.0% | -48.4% |
| 5Y | -51.2% | +88.3% | -139.6% | -63.9% |
| All | -51.2% | +89.3% | -140.5% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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