+7.4%
CPNG vs ROIV
+331.5%
-324.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -2.2% |
| 7D | +13.4% | +5.3% | +8.0% | +12.0% |
| 30D | +10.0% | +11.9% | -1.9% | +7.1% |
| 3M | -0.4% | +10.7% | -11.1% | -3.6% |
| 6M | -8.9% | +34.9% | -43.8% | -16.7% |
| YTD | -30.9% | +79.2% | -110.1% | -41.6% |
| 1Y | -43.8% | +89.0% | -132.8% | -53.3% |
| All | +7.4% | +331.5% | -324.1% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling