+8.2%
CPNG vs MSCI
+32.0%
-23.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.5% |
| 7D | +11.7% | +1.5% | +10.3% | +11.4% |
| 30D | +3.8% | +14.4% | -10.6% | -0.1% |
| 3M | +1.2% | +15.2% | -14.0% | -2.9% |
| 6M | -3.3% | +11.2% | -14.5% | -6.7% |
| YTD | -30.4% | +13.9% | -44.3% | -33.7% |
| 1Y | -43.1% | +12.5% | -55.6% | -45.6% |
| 3Y | +8.2% | +32.3% | -24.0% | -5.5% |
| All | +8.2% | +32.0% | -23.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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