-50.5%
CPNG vs SPXU
-86.1%
+35.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +1.9% |
| 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% | -15.7% |
| 6M | -19.4% | -30.7% | +11.3% | -30.2% |
| YTD | -35.9% | -28.1% | -7.8% | -42.9% |
| 1Y | -53.4% | -35.2% | -18.2% | -60.1% |
| 3Y | -20.0% | -79.9% | +59.9% | -57.1% |
| All | -50.5% | -86.1% | +35.7% | -72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling