-69.3%
CPNG vs WPM
+333.0%
-402.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +2.6% |
| 7D | -1.1% | -0.6% | -0.6% | -1.0% |
| 30D | -7.4% | +14.4% | -21.8% | -10.5% |
| 3M | -12.3% | +37.0% | -49.3% | -19.2% |
| 6M | -19.4% | +4.1% | -23.6% | -21.3% |
| YTD | -35.9% | +31.7% | -67.6% | -41.2% |
| 1Y | -53.4% | +44.2% | -97.6% | -58.5% |
| 3Y | -20.0% | +265.5% | -285.5% | -46.4% |
| 5Y | -49.6% | +262.5% | -312.1% | -67.7% |
| All | -69.3% | +333.0% | -402.3% | -79.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling