-50.5%
CPNG vs NVT
+419.5%
-470.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.6% | +1.6% |
| 7D | -1.1% | +4.1% | -5.2% | -2.5% |
| 30D | -7.4% | -5.1% | -2.2% | -6.2% |
| 3M | -12.3% | -1.2% | -11.2% | -13.7% |
| 6M | -19.4% | +46.6% | -66.0% | -31.7% |
| YTD | -35.9% | +60.0% | -95.9% | -47.5% |
| 1Y | -53.4% | +70.8% | -124.2% | -63.1% |
| 3Y | -20.0% | +187.5% | -207.5% | -54.9% |
| All | -50.5% | +419.5% | -470.0% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling