-53.0%
CPNG vs WM
+0.6%
-53.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -3.3% |
| 7D | -6.3% | -0.9% | -5.4% | -6.5% |
| 30D | -8.7% | -4.3% | -4.4% | -9.7% |
| 3M | -2.4% | +0.8% | -3.2% | -3.0% |
| 6M | -22.3% | -10.8% | -11.6% | -24.4% |
| YTD | -37.2% | -0.1% | -37.2% | -37.3% |
| 1Y | -53.0% | +1.0% | -54.0% | -53.0% |
| All | -53.0% | +0.6% | -53.6% | -53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling