-69.3%
CPNG vs WEC
+46.2%
-115.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -1.1% | -0.6% | -0.5% | -1.1% |
| 30D | -7.4% | -2.6% | -4.7% | -7.2% |
| 3M | -12.3% | -6.0% | -6.3% | -12.1% |
| 6M | -19.4% | -5.4% | -14.0% | -19.2% |
| YTD | -35.9% | +2.5% | -38.4% | -36.2% |
| 1Y | -53.4% | -0.7% | -52.7% | -53.5% |
| 3Y | -20.0% | +38.7% | -58.7% | -22.3% |
| 5Y | -49.6% | +31.7% | -81.2% | -50.3% |
| All | -69.3% | +46.2% | -115.5% | -72.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling