-51.1%
CPNG vs WU
-51.6%
+0.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -5.4% | -5.0% | -0.5% | -4.1% |
| 30D | -11.1% | -2.3% | -8.8% | -10.6% |
| 3M | -3.0% | -3.2% | +0.2% | -3.8% |
| 6M | -23.5% | -25.0% | +1.5% | -18.0% |
| YTD | -37.8% | -21.7% | -16.2% | -34.5% |
| 1Y | -54.3% | -9.0% | -45.4% | -54.6% |
| 3Y | -20.8% | -28.9% | +8.1% | -16.6% |
| 5Y | -51.1% | -51.0% | 0.0% | -42.4% |
| All | -51.1% | -51.6% | +0.5% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling