-46.8%
CPNG vs NVT
+73.8%
-120.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.9% |
| 7D | -7.4% | +5.1% | -12.5% | -8.4% |
| 30D | -4.4% | -3.7% | -0.7% | -4.0% |
| 3M | -7.5% | -10.1% | +2.6% | -7.1% |
| 6M | -19.9% | +37.5% | -57.4% | -28.3% |
| YTD | -35.2% | +53.7% | -88.9% | -43.3% |
| 1Y | -46.8% | +70.9% | -117.6% | -52.5% |
| All | -46.8% | +73.8% | -120.6% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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