-51.2%
CPNG vs GEN
+20.0%
-71.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -7.6% | -2.9% | -4.7% | -6.8% |
| 30D | -8.8% | +2.1% | -10.9% | -9.5% |
| 3M | -7.2% | +19.7% | -26.9% | -12.7% |
| 6M | -21.5% | +33.3% | -54.8% | -29.3% |
| YTD | -37.4% | +11.1% | -48.5% | -40.2% |
| 1Y | -54.3% | +3.0% | -57.3% | -55.3% |
| 3Y | -20.3% | +57.9% | -78.2% | -32.8% |
| 5Y | -51.2% | +20.6% | -71.8% | -58.9% |
| All | -51.2% | +20.0% | -71.2% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling