-20.0%
CPNG vs SU
+120.0%
-140.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | -1.1% | +2.2% | -3.3% | -1.4% |
| 30D | -7.4% | +8.4% | -15.8% | -8.6% |
| 3M | -12.3% | +12.1% | -24.4% | -14.1% |
| 6M | -19.4% | +19.7% | -39.1% | -22.0% |
| YTD | -35.9% | +58.4% | -94.3% | -41.5% |
| 1Y | -53.4% | +67.2% | -120.6% | -58.0% |
| 3Y | -20.0% | +125.0% | -145.0% | -34.5% |
| All | -20.0% | +120.0% | -140.0% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling