-20.0%
CPNG vs FND
-50.3%
+30.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.8% |
| 7D | -1.1% | -5.8% | +4.6% | +0.3% |
| 30D | -7.4% | -20.2% | +12.9% | -2.5% |
| 3M | -12.3% | -12.0% | -0.4% | -10.6% |
| 6M | -19.4% | -18.5% | -0.9% | -16.8% |
| YTD | -35.9% | -22.3% | -13.7% | -33.3% |
| 1Y | -53.4% | -47.6% | -5.8% | -47.2% |
| 3Y | -20.0% | -49.8% | +29.8% | -12.7% |
| All | -20.0% | -50.3% | +30.3% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling