-22.4%
CPNG vs TECH
+1.2%
-23.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.4% | -0.5% | -4.9% | -5.3% |
| 30D | -11.1% | 0.0% | -11.1% | -11.1% |
| 3M | -3.0% | +37.4% | -40.4% | -10.6% |
| 6M | -23.5% | +36.9% | -60.4% | -29.5% |
| YTD | -37.8% | +23.1% | -60.9% | -41.3% |
| 1Y | -54.3% | +42.2% | -96.6% | -58.7% |
| All | -22.4% | +1.2% | -23.6% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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