-69.3%
CPNG vs UUUU
+142.5%
-211.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.0% | +8.1% | +3.9% |
| 7D | -1.1% | -10.5% | +9.4% | +0.7% |
| 30D | -7.4% | -10.5% | +3.2% | -5.8% |
| 3M | -12.3% | -14.1% | +1.8% | -10.7% |
| 6M | -19.4% | -35.5% | +16.0% | -15.1% |
| YTD | -35.9% | -10.9% | -25.0% | -37.7% |
| 1Y | -53.4% | +3.4% | -56.8% | -57.3% |
| 3Y | -20.0% | +73.1% | -93.1% | -39.2% |
| 5Y | -49.6% | +87.1% | -136.7% | -64.0% |
| All | -69.3% | +142.5% | -211.8% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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