-70.2%
CPNG vs WEC
+46.2%
-116.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.6% |
| 7D | -5.4% | -1.3% | -4.2% | -5.3% |
| 30D | -11.1% | -0.4% | -10.7% | -11.1% |
| 3M | -3.0% | -6.8% | +3.8% | -2.6% |
| 6M | -23.5% | -6.4% | -17.1% | -23.3% |
| YTD | -37.8% | +2.5% | -40.3% | -38.1% |
| 1Y | -54.3% | -0.4% | -53.9% | -54.4% |
| 3Y | -20.8% | +38.5% | -59.3% | -23.1% |
| 5Y | -51.1% | +31.7% | -82.8% | -51.8% |
| All | -70.2% | +46.2% | -116.5% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling