-46.9%
CPNG vs URI
+33.3%
-80.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -4.4% | +16.3% | +12.2% |
| 7D | +20.8% | -4.3% | +25.2% | +21.1% |
| 30D | +20.1% | +4.6% | +15.5% | +19.4% |
| 3M | +1.6% | -2.1% | +3.7% | +1.6% |
| 6M | -15.8% | +21.9% | -37.8% | -17.6% |
| YTD | -27.7% | +39.7% | -67.4% | -31.6% |
| 1Y | -46.9% | +32.9% | -79.8% | -47.9% |
| All | -46.9% | +33.3% | -80.2% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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