-69.3%
CPNG vs WCC
+300.2%
-369.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.7% | +2.2% |
| 7D | -1.1% | +1.5% | -2.6% | -1.5% |
| 30D | -7.4% | -2.1% | -5.2% | -7.1% |
| 3M | -12.3% | +3.8% | -16.2% | -13.9% |
| 6M | -19.4% | +35.0% | -54.4% | -26.4% |
| YTD | -35.9% | +46.4% | -82.3% | -43.0% |
| 1Y | -53.4% | +63.0% | -116.4% | -59.9% |
| 3Y | -20.0% | +133.9% | -153.9% | -41.4% |
| 5Y | -49.6% | +226.5% | -276.1% | -67.0% |
| All | -69.3% | +300.2% | -369.5% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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