-45.2%
CPNG vs URA
+37.5%
-82.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.6% |
| 7D | -6.2% | +2.9% | -9.1% | -7.4% |
| 30D | +4.6% | -10.8% | +15.5% | +8.9% |
| 3M | -3.1% | -25.5% | +22.4% | +7.3% |
| 6M | -0.9% | -41.2% | +40.4% | +19.4% |
| YTD | -32.2% | -21.3% | -10.9% | -29.2% |
| 1Y | -44.2% | -25.7% | -18.5% | -40.6% |
| 3Y | +4.4% | +43.1% | -38.7% | -25.7% |
| 5Y | -45.2% | +35.6% | -80.8% | -66.4% |
| All | -45.2% | +37.5% | -82.7% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling