-69.3%
CPNG vs WCN
+61.2%
-130.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | -1.1% | -3.1% | +2.0% | +0.2% |
| 30D | -7.4% | -3.4% | -4.0% | -6.0% |
| 3M | -12.3% | +3.0% | -15.3% | -13.9% |
| 6M | -19.4% | -3.8% | -15.7% | -18.7% |
| YTD | -35.9% | -8.3% | -27.6% | -34.0% |
| 1Y | -53.4% | -9.7% | -43.7% | -51.8% |
| 3Y | -20.0% | +17.2% | -37.2% | -30.2% |
| 5Y | -49.6% | +25.3% | -74.8% | -59.5% |
| All | -69.3% | +61.2% | -130.5% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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