-21.9%
CPNG vs IOVA
+41.0%
-62.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -7.6% | -2.2% | -5.4% | -7.5% |
| 30D | -8.8% | +31.7% | -40.6% | -10.3% |
| 3M | -7.2% | +117.3% | -124.5% | -11.7% |
| 6M | -21.5% | +55.8% | -77.4% | -24.4% |
| YTD | -37.4% | +208.8% | -246.2% | -42.1% |
| 1Y | -54.3% | +255.7% | -310.0% | -58.2% |
| All | -21.9% | +41.0% | -62.9% | -33.3% |
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