-69.3%
CPNG vs GEN
+59.9%
-129.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.8% |
| 7D | -1.1% | -1.3% | +0.2% | -0.7% |
| 30D | -7.4% | +6.1% | -13.5% | -9.0% |
| 3M | -12.3% | +27.0% | -39.3% | -18.6% |
| 6M | -19.4% | +43.9% | -63.3% | -28.7% |
| YTD | -35.9% | +13.0% | -48.9% | -38.9% |
| 1Y | -53.4% | +4.0% | -57.4% | -54.5% |
| 3Y | -20.0% | +66.2% | -86.2% | -32.6% |
| 5Y | -49.6% | +23.2% | -72.7% | -57.4% |
| All | -69.3% | +59.9% | -129.2% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling