-51.2%
CPNG vs IOVA
-64.1%
+12.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | -7.6% | -2.2% | -5.4% | -7.3% |
| 30D | -8.8% | +31.7% | -40.6% | -12.0% |
| 3M | -7.2% | +117.3% | -124.5% | -16.9% |
| 6M | -21.5% | +55.8% | -77.4% | -27.6% |
| YTD | -37.4% | +208.8% | -246.2% | -47.6% |
| 1Y | -54.3% | +255.7% | -310.0% | -63.0% |
| 3Y | -20.3% | +41.7% | -62.0% | -39.1% |
| 5Y | -51.2% | -64.9% | +13.7% | -55.2% |
| All | -51.2% | -64.1% | +12.9% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling