-46.9%
CPNG vs WEC
+9.7%
-56.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.6% | +11.9% |
| 7D | +20.8% | +6.9% | +13.9% | +21.2% |
| 30D | +20.1% | +16.6% | +3.5% | +21.7% |
| 3M | +1.6% | +9.1% | -7.4% | +1.9% |
| 6M | -15.8% | +3.2% | -19.0% | -15.8% |
| YTD | -27.7% | +14.9% | -42.6% | -27.7% |
| 1Y | -46.9% | +9.2% | -56.1% | -44.6% |
| All | -46.9% | +9.7% | -56.6% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling