-21.6%
CPNG vs GEN
+57.9%
-79.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.3% |
| 7D | -6.3% | -0.7% | -5.6% | -6.1% |
| 30D | -8.7% | +2.6% | -11.4% | -9.6% |
| 3M | -2.4% | +15.8% | -18.2% | -7.4% |
| 6M | -22.3% | +33.1% | -55.5% | -30.2% |
| YTD | -37.2% | +11.3% | -48.5% | -39.8% |
| 1Y | -53.0% | +1.7% | -54.6% | -53.4% |
| All | -21.6% | +57.9% | -79.5% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling