-46.8%
CPNG vs TROW
+0.2%
-47.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | -7.4% | -1.3% | -6.1% | -6.9% |
| 30D | -4.4% | -4.5% | +0.1% | -2.6% |
| 3M | -7.5% | +3.9% | -11.4% | -10.0% |
| 6M | -19.9% | +22.6% | -42.5% | -28.3% |
| YTD | -35.2% | +10.1% | -45.3% | -40.2% |
| 1Y | -46.8% | +3.6% | -50.4% | -49.5% |
| All | -46.8% | +0.2% | -47.0% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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