-70.0%
CPNG vs SUI
-3.1%
-66.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | +0.3% |
| 7D | -7.6% | -4.3% | -3.3% | -5.7% |
| 30D | -8.8% | -2.1% | -6.7% | -7.9% |
| 3M | -7.2% | -6.1% | -1.1% | -5.0% |
| 6M | -21.5% | -12.8% | -8.8% | -16.9% |
| YTD | -37.4% | -4.6% | -32.8% | -36.4% |
| 1Y | -54.3% | -7.7% | -46.7% | -53.0% |
| 3Y | -20.3% | +10.9% | -31.2% | -29.0% |
| 5Y | -51.2% | -32.4% | -18.8% | -45.4% |
| All | -70.0% | -3.1% | -66.9% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling