-51.2%
CPNG vs KMB
-14.2%
-37.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.2% |
| 7D | -7.6% | -8.6% | +1.0% | -6.5% |
| 30D | -8.8% | -7.5% | -1.3% | -7.9% |
| 3M | -7.2% | -0.6% | -6.6% | -7.3% |
| 6M | -21.5% | -1.5% | -20.0% | -21.5% |
| YTD | -37.4% | +1.6% | -39.0% | -37.7% |
| 1Y | -54.3% | -20.8% | -33.6% | -52.8% |
| 3Y | -20.3% | -12.4% | -7.9% | -20.6% |
| 5Y | -51.2% | -12.9% | -38.3% | -55.0% |
| All | -51.2% | -14.2% | -37.0% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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