-69.2%
CPNG vs IOVA
-77.8%
+8.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -6.8% | -3.5% | -3.3% | -6.4% |
| 30D | +5.5% | -45.4% | +50.9% | +11.1% |
| 3M | -6.8% | +19.0% | -25.8% | -11.1% |
| 6M | -4.8% | +112.0% | -116.8% | -16.8% |
| YTD | -35.6% | +184.2% | -219.9% | -46.9% |
| 1Y | -46.8% | +222.0% | -268.7% | -57.0% |
| 3Y | -0.8% | +92.6% | -93.3% | -29.9% |
| 5Y | -42.9% | -63.2% | +20.3% | -49.9% |
| All | -69.2% | -77.8% | +8.7% | -70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling