-69.0%
CPNG vs SUI
-1.0%
-67.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.6% | -4.0% |
| 7D | -6.9% | -3.8% | -3.1% | -5.2% |
| 30D | +1.1% | +3.9% | -2.8% | -0.8% |
| 3M | -6.3% | +0.2% | -6.5% | -6.5% |
| 6M | -3.8% | -4.2% | +0.3% | -2.6% |
| YTD | -35.2% | -2.5% | -32.7% | -34.9% |
| 1Y | -47.0% | -4.0% | -42.9% | -46.4% |
| 3Y | -0.2% | +16.5% | -16.7% | -13.2% |
| 5Y | -42.5% | -27.2% | -15.3% | -36.1% |
| All | -69.0% | -1.0% | -67.9% | -65.0% |
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