-21.5%
CPNG vs TRI
-10.6%
-10.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.5% | -0.3% |
| 7D | -7.6% | -8.4% | +0.8% | -7.2% |
| 30D | -8.8% | -6.5% | -2.4% | -8.6% |
| 3M | -7.2% | +18.6% | -25.8% | -7.5% |
| 6M | -21.5% | -10.4% | -11.1% | -19.3% |
| All | -21.5% | -10.6% | -10.9% | -19.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling