-69.3%
CPNG vs TRMB
-20.0%
-49.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.2% |
| 7D | -1.1% | -3.0% | +1.9% | +0.7% |
| 30D | -7.4% | +2.3% | -9.7% | -8.7% |
| 3M | -12.3% | +15.3% | -27.7% | -20.4% |
| 6M | -19.4% | -14.7% | -4.7% | -11.9% |
| YTD | -35.9% | -26.4% | -9.5% | -23.8% |
| 1Y | -53.4% | -30.4% | -23.0% | -43.2% |
| 3Y | -20.0% | +13.5% | -33.5% | -34.9% |
| 5Y | -49.6% | -38.6% | -11.0% | -41.5% |
| All | -69.3% | -20.0% | -49.3% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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