-70.0%
CPNG vs ROIV
+320.6%
-390.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -7.6% | +22.3% | -29.9% | -11.4% |
| 30D | -8.8% | +16.9% | -25.7% | -12.0% |
| 3M | -7.2% | +43.9% | -51.2% | -13.9% |
| 6M | -21.5% | +41.6% | -63.1% | -27.2% |
| YTD | -37.4% | +92.7% | -130.1% | -45.4% |
| 1Y | -54.3% | +210.2% | -264.5% | -63.7% |
| 3Y | -20.3% | +231.8% | -252.1% | -38.9% |
| 5Y | -51.2% | +319.8% | -371.0% | -71.9% |
| All | -70.0% | +320.6% | -390.7% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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