-46.8%
CPNG vs URI
+7.3%
-54.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.5% |
| 7D | -7.4% | -2.0% | -5.5% | -7.3% |
| 30D | -4.4% | -12.9% | +8.5% | -3.4% |
| 3M | -7.5% | -6.7% | -0.8% | -7.1% |
| 6M | -19.9% | +19.0% | -38.9% | -21.7% |
| YTD | -35.2% | +25.5% | -60.7% | -37.0% |
| 1Y | -46.8% | +5.5% | -52.3% | -47.2% |
| All | -46.8% | +7.3% | -54.1% | -47.2% |
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