-46.9%
CPNG vs WPM
+38.8%
-85.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +12.0% | 0.0% | +9.0% |
| 7D | +20.8% | +3.9% | +16.9% | +19.4% |
| 30D | +20.1% | -3.5% | +23.6% | +20.4% |
| 3M | +1.6% | +14.1% | -12.5% | -2.0% |
| 6M | -15.8% | +6.2% | -22.1% | -18.4% |
| YTD | -27.7% | +12.4% | -40.1% | -31.1% |
| 1Y | -46.9% | +40.0% | -86.9% | -52.6% |
| All | -46.9% | +38.8% | -85.7% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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