-69.3%
CPNG vs IBN
+75.8%
-145.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.0% |
| 7D | -1.1% | -3.0% | +1.9% | +0.6% |
| 30D | -7.4% | -1.5% | -5.8% | -6.6% |
| 3M | -12.3% | +7.9% | -20.3% | -16.4% |
| 6M | -19.4% | +8.6% | -28.1% | -23.5% |
| YTD | -35.9% | -0.6% | -35.4% | -36.3% |
| 1Y | -53.4% | -7.3% | -46.1% | -51.9% |
| 3Y | -20.0% | +26.2% | -46.2% | -34.1% |
| 5Y | -49.6% | +57.8% | -107.4% | -64.9% |
| All | -69.3% | +75.8% | -145.1% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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