+4.4%
CPNG vs URA
+43.1%
-38.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.4% |
| 7D | -6.2% | +2.9% | -9.1% | -7.0% |
| 30D | +4.6% | -10.8% | +15.5% | +7.5% |
| 3M | -3.1% | -25.5% | +22.4% | +3.7% |
| 6M | -0.9% | -41.2% | +40.4% | +11.6% |
| YTD | -32.2% | -21.3% | -10.9% | -29.7% |
| 1Y | -44.2% | -25.7% | -18.5% | -41.4% |
| All | +4.4% | +43.1% | -38.6% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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