-31.9%
CPNG vs VIK
+225.1%
-257.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +2.7% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | -7.4% | -18.4% | +11.1% | -2.4% |
| 3M | -12.3% | -8.8% | -3.6% | -11.0% |
| 6M | -19.4% | +17.1% | -36.6% | -24.4% |
| YTD | -35.9% | +19.0% | -54.9% | -40.4% |
| 1Y | -53.4% | +30.1% | -83.5% | -58.0% |
| All | -31.9% | +225.1% | -257.0% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 3y: compounded portfolio wealth divided by compounded VIK 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…
3y analysis · Full analysis span regression · 6 months rolling