-46.9%
CPNG vs SU
+88.1%
-135.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -4.5% | +16.5% | +11.1% |
| 7D | +20.8% | -7.1% | +27.9% | +19.5% |
| 30D | +20.1% | +4.8% | +15.3% | +19.9% |
| 3M | +1.6% | +12.5% | -10.9% | +2.0% |
| 6M | -15.8% | +6.5% | -22.3% | -12.9% |
| YTD | -27.7% | +65.8% | -93.5% | -23.7% |
| 1Y | -46.9% | +86.2% | -133.1% | -39.9% |
| All | -46.9% | +88.1% | -135.0% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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