-53.4%
CPNG vs IVZ
+49.7%
-103.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.7% |
| 7D | -1.1% | -2.4% | +1.3% | -0.4% |
| 30D | -7.4% | +3.0% | -10.4% | -8.2% |
| 3M | -12.3% | +14.9% | -27.2% | -16.4% |
| 6M | -19.4% | +36.7% | -56.2% | -27.3% |
| YTD | -35.9% | +25.7% | -61.6% | -41.0% |
| 1Y | -53.4% | +47.7% | -101.1% | -59.4% |
| All | -53.4% | +49.7% | -103.1% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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