-20.0%
CPNG vs IWD
+71.7%
-91.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.3% |
| 7D | -6.3% | -0.2% | -6.1% | -6.1% |
| 30D | -8.7% | -0.8% | -8.0% | -7.9% |
| 3M | -2.4% | +8.0% | -10.5% | -9.8% |
| 6M | -22.3% | +18.2% | -40.5% | -34.3% |
| YTD | -37.2% | +22.3% | -59.6% | -48.6% |
| 1Y | -53.0% | +28.9% | -81.9% | -63.4% |
| 3Y | -20.0% | +71.5% | -91.6% | -55.0% |
| All | -20.0% | +71.7% | -91.7% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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