-46.0%
CPNG vs NDAQ
+66.7%
-112.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -6.8% | +1.3% | -8.0% | -7.5% |
| 30D | +5.5% | +18.0% | -12.5% | -5.8% |
| 3M | -6.8% | +11.5% | -18.3% | -13.7% |
| 6M | -4.8% | +21.1% | -25.9% | -18.2% |
| YTD | -35.6% | +12.8% | -48.4% | -42.1% |
| 1Y | -46.8% | +25.7% | -72.5% | -56.2% |
| 3Y | -0.8% | +116.8% | -117.6% | -52.5% |
| All | -46.0% | +66.7% | -112.7% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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