-46.9%
CPNG vs TRI
-22.4%
-24.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.4% | +5.6% | +11.3% |
| 7D | +20.8% | +1.0% | +19.9% | +20.4% |
| 30D | +20.1% | +20.8% | -0.7% | +17.5% |
| 3M | +1.6% | +8.1% | -6.5% | +0.2% |
| 6M | -15.8% | +24.2% | -40.0% | -17.5% |
| YTD | -27.7% | -7.8% | -20.0% | -27.8% |
| 1Y | -46.9% | -16.7% | -30.3% | -43.4% |
| All | -46.9% | -22.4% | -24.5% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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