-51.2%
CPNG vs PWR
+448.6%
-499.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.3% |
| 7D | -7.6% | +2.7% | -10.2% | -8.5% |
| 30D | -8.8% | -5.1% | -3.7% | -7.5% |
| 3M | -7.2% | -9.4% | +2.1% | -5.2% |
| 6M | -21.5% | +10.4% | -31.9% | -26.9% |
| YTD | -37.4% | +48.6% | -86.1% | -48.9% |
| 1Y | -54.3% | +68.0% | -122.4% | -65.0% |
| 3Y | -20.3% | +204.7% | -225.0% | -57.4% |
| 5Y | -51.2% | +451.9% | -503.1% | -83.1% |
| All | -51.2% | +448.6% | -499.8% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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