-20.0%
CPNG vs NVT
+190.9%
-210.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.6% | +2.1% |
| 7D | -1.1% | +4.1% | -5.2% | -2.0% |
| 30D | -7.4% | -5.1% | -2.2% | -6.6% |
| 3M | -12.3% | -1.2% | -11.2% | -13.3% |
| 6M | -19.4% | +46.6% | -66.0% | -27.4% |
| YTD | -35.9% | +60.0% | -95.9% | -43.4% |
| 1Y | -53.4% | +70.8% | -124.2% | -59.6% |
| 3Y | -20.0% | +187.5% | -207.5% | -43.2% |
| All | -20.0% | +190.9% | -210.9% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling