-69.3%
CPNG vs WU
-57.1%
-12.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | -1.1% | -3.5% | +2.4% | -0.2% |
| 30D | -7.4% | -2.9% | -4.4% | -6.7% |
| 3M | -12.3% | -2.3% | -10.1% | -13.2% |
| 6M | -19.4% | -25.4% | +5.9% | -13.8% |
| YTD | -35.9% | -21.2% | -14.7% | -32.8% |
| 1Y | -53.4% | -8.9% | -44.5% | -53.6% |
| 3Y | -20.0% | -29.0% | +9.0% | -15.8% |
| 5Y | -49.6% | -50.7% | +1.2% | -42.9% |
| All | -69.3% | -57.1% | -12.2% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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