-69.2%
CPNG vs WCC
+261.4%
-330.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -6.8% | +9.9% | -16.7% | -8.8% |
| 30D | +5.5% | -8.4% | +13.9% | +6.8% |
| 3M | -6.8% | -10.3% | +3.6% | -5.6% |
| 6M | -4.8% | -10.5% | +5.7% | -4.0% |
| YTD | -35.6% | +32.2% | -67.8% | -41.9% |
| 1Y | -46.8% | +25.5% | -72.3% | -51.4% |
| 3Y | -0.8% | +134.7% | -135.5% | -28.4% |
| 5Y | -42.9% | +139.9% | -182.8% | -62.5% |
| All | -69.2% | +261.4% | -330.5% | -79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling