-0.8%
CPNG vs IOVA
+99.0%
-99.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.7% |
| 7D | -6.8% | -3.5% | -3.3% | -6.6% |
| 30D | +5.5% | -45.4% | +50.9% | +7.7% |
| 3M | -6.8% | +19.0% | -25.8% | -8.6% |
| 6M | -4.8% | +112.0% | -116.8% | -9.9% |
| YTD | -35.6% | +184.2% | -219.9% | -40.3% |
| 1Y | -46.8% | +222.0% | -268.7% | -51.0% |
| 3Y | -0.8% | +92.6% | -93.3% | -11.7% |
| All | -0.8% | +99.0% | -99.8% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling