-46.8%
CPNG vs IOVA
+299.5%
-346.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.5% | -1.5% |
| 7D | -7.4% | +9.7% | -17.2% | -7.8% |
| 30D | -4.4% | +102.5% | -107.0% | -7.2% |
| 3M | -7.5% | +100.7% | -108.2% | -10.4% |
| 6M | -19.9% | +106.3% | -126.3% | -22.8% |
| YTD | -35.2% | +222.0% | -257.2% | -38.1% |
| 1Y | -46.8% | +299.5% | -346.3% | -47.7% |
| All | -46.8% | +299.5% | -346.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling