-69.2%
CPNG vs URI
+282.9%
-352.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -6.8% | +6.7% | -13.5% | -8.8% |
| 30D | +5.5% | +8.9% | -3.4% | +2.2% |
| 3M | -6.8% | +0.5% | -7.3% | -7.6% |
| 6M | -4.8% | +20.7% | -25.5% | -11.9% |
| YTD | -35.6% | +40.0% | -75.6% | -44.9% |
| 1Y | -46.8% | +34.4% | -81.2% | -53.7% |
| 3Y | -0.8% | +149.5% | -150.3% | -39.6% |
| 5Y | -42.9% | +205.6% | -248.4% | -72.8% |
| All | -69.2% | +282.9% | -352.1% | -85.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling