-70.0%
CPNG vs URI
+249.7%
-319.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.8% |
| 7D | -7.6% | +5.0% | -12.6% | -9.1% |
| 30D | -8.8% | -9.4% | +0.6% | -6.0% |
| 3M | -7.2% | -5.8% | -1.4% | -6.1% |
| 6M | -21.5% | +25.8% | -47.4% | -29.2% |
| YTD | -37.4% | +27.9% | -65.3% | -44.5% |
| 1Y | -54.3% | +9.7% | -64.1% | -57.2% |
| 3Y | -20.3% | +128.0% | -148.3% | -50.0% |
| 5Y | -51.2% | +212.4% | -263.6% | -76.0% |
| All | -70.0% | +249.7% | -319.7% | -85.3% |
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