-52.8%
CPNG vs URI
+206.8%
-259.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.7% | -3.3% |
| 7D | -6.3% | +2.5% | -8.8% | -7.1% |
| 30D | -8.7% | -12.5% | +3.8% | -4.5% |
| 3M | -2.4% | -6.2% | +3.8% | -1.0% |
| 6M | -22.3% | +25.9% | -48.2% | -30.5% |
| YTD | -37.2% | +26.2% | -63.4% | -44.6% |
| 1Y | -53.0% | +5.5% | -58.5% | -55.5% |
| 3Y | -20.0% | +125.0% | -145.0% | -52.5% |
| 5Y | -52.8% | +210.4% | -263.2% | -79.6% |
| All | -52.8% | +206.8% | -259.6% | -79.6% |
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