-69.9%
CPNG vs WU
-56.7%
-13.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.5% |
| 7D | -6.3% | -0.8% | -5.4% | -6.1% |
| 30D | -8.7% | -1.1% | -7.6% | -8.5% |
| 3M | -2.4% | -1.8% | -0.6% | -3.5% |
| 6M | -22.3% | -23.9% | +1.6% | -17.4% |
| YTD | -37.2% | -20.4% | -16.8% | -34.3% |
| 1Y | -53.0% | -10.6% | -42.4% | -52.9% |
| 3Y | -20.0% | -27.7% | +7.7% | -16.3% |
| 5Y | -52.8% | -51.1% | -1.6% | -46.8% |
| All | -69.9% | -56.7% | -13.3% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling