-69.0%
CPNG vs URI
+243.3%
-312.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.9% |
| 7D | -7.4% | -2.0% | -5.5% | -6.9% |
| 30D | -4.4% | -12.9% | +8.5% | -0.1% |
| 3M | -7.5% | -6.7% | -0.8% | -6.0% |
| 6M | -19.9% | +19.0% | -38.9% | -26.3% |
| YTD | -35.2% | +25.5% | -60.7% | -42.2% |
| 1Y | -46.8% | +5.5% | -52.3% | -49.4% |
| 3Y | -20.2% | +111.3% | -131.5% | -48.0% |
| 5Y | -48.4% | +198.6% | -247.0% | -74.5% |
| All | -69.0% | +243.3% | -312.2% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling