-69.9%
CPNG vs WM
+95.3%
-165.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -3.1% |
| 7D | -6.3% | -0.9% | -5.4% | -6.2% |
| 30D | -8.7% | -4.3% | -4.4% | -8.4% |
| 3M | -2.4% | +0.8% | -3.2% | -2.9% |
| 6M | -22.3% | -10.8% | -11.6% | -21.5% |
| YTD | -37.2% | -0.1% | -37.2% | -37.6% |
| 1Y | -53.0% | +1.0% | -54.0% | -53.4% |
| 3Y | -20.0% | +45.1% | -65.1% | -25.2% |
| 5Y | -52.8% | +52.1% | -104.9% | -55.9% |
| All | -69.9% | +95.3% | -165.2% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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