-46.0%
CPNG vs URI
+166.6%
-212.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | +13.4% | -9.8% | +23.1% | +17.2% |
| 30D | +10.0% | +1.7% | +8.2% | +9.0% |
| 3M | -0.4% | -9.1% | +8.7% | +2.3% |
| 6M | -8.9% | +9.9% | -18.8% | -13.3% |
| YTD | -30.9% | +31.2% | -62.2% | -40.4% |
| 1Y | -43.8% | +25.9% | -69.8% | -50.7% |
| 3Y | -2.5% | +147.4% | -149.8% | -45.7% |
| All | -46.0% | +166.6% | -212.6% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling