-22.4%
CPNG vs WCC
+121.8%
-144.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | 0.0% |
| 7D | -5.4% | +1.7% | -7.1% | -5.8% |
| 30D | -11.1% | -6.1% | -5.0% | -10.2% |
| 3M | -3.0% | +3.1% | -6.1% | -4.3% |
| 6M | -23.5% | +28.2% | -51.7% | -28.2% |
| YTD | -37.8% | +41.1% | -78.9% | -43.1% |
| 1Y | -54.3% | +61.3% | -115.6% | -59.6% |
| All | -22.4% | +121.8% | -144.2% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling