-0.8%
CPNG vs WEC
+64.2%
-65.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -6.8% | +2.3% | -9.1% | -6.9% |
| 30D | +5.5% | +11.1% | -5.6% | +5.0% |
| 3M | -6.8% | +8.4% | -15.2% | -7.2% |
| 6M | -4.8% | +7.5% | -12.3% | -5.4% |
| YTD | -35.6% | +15.3% | -50.9% | -36.4% |
| 1Y | -46.8% | +9.7% | -56.5% | -47.1% |
| 3Y | -0.8% | +64.7% | -65.5% | -5.8% |
| All | -0.8% | +64.2% | -65.0% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling