-53.4%
CPNG vs SPXU
-36.3%
-17.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +2.0% |
| 7D | -1.1% | +2.5% | -3.6% | +0.1% |
| 30D | -7.4% | +4.2% | -11.5% | -5.4% |
| 3M | -12.3% | -9.3% | -3.1% | -15.9% |
| 6M | -19.4% | -30.7% | +11.3% | -30.7% |
| YTD | -35.9% | -28.1% | -7.8% | -43.2% |
| 1Y | -53.4% | -35.2% | -18.2% | -59.5% |
| All | -53.4% | -36.3% | -17.1% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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