-43.5%
CPNG vs ROIV
+104.3%
-147.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | +7.2% | +14.3% | -7.1% | +4.3% |
| 30D | +3.2% | +16.2% | -13.0% | 0.0% |
| 3M | +0.9% | +15.1% | -14.3% | -2.8% |
| 6M | -3.8% | +44.2% | -48.1% | -13.4% |
| YTD | -30.8% | +89.8% | -120.6% | -42.7% |
| 1Y | -43.5% | +94.6% | -138.1% | -53.6% |
| All | -43.5% | +104.3% | -147.8% | -53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling