-44.2%
CPNG vs URI
+36.3%
-80.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.2% | -2.4% |
| 7D | -6.2% | +2.6% | -8.8% | -6.4% |
| 30D | +4.6% | +9.1% | -4.4% | +3.8% |
| 3M | -3.1% | +1.0% | -4.1% | -3.3% |
| 6M | -0.9% | +23.3% | -24.2% | -2.8% |
| YTD | -32.2% | +43.3% | -75.5% | -35.5% |
| 1Y | -44.2% | +35.9% | -80.1% | -46.2% |
| All | -44.2% | +36.3% | -80.5% | -46.2% |
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