-69.3%
CPNG vs RGEN
-13.9%
-55.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | -1.1% | -1.4% | +0.3% | -0.7% |
| 30D | -7.4% | -0.3% | -7.0% | -7.4% |
| 3M | -12.3% | +23.9% | -36.2% | -18.8% |
| 6M | -19.4% | +38.5% | -58.0% | -28.5% |
| YTD | -35.9% | +0.8% | -36.7% | -37.2% |
| 1Y | -53.4% | +38.2% | -91.6% | -59.3% |
| 3Y | -20.0% | +1.3% | -21.3% | -28.2% |
| 5Y | -49.6% | -44.0% | -5.6% | -48.8% |
| All | -69.3% | -13.9% | -55.4% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling