+12.1%
IVV vs CPNG
-47.0%
+59.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +0.2% |
| 7D | +3.3% | -6.9% | +10.2% | +4.1% |
| 30D | -2.7% | +1.1% | -3.8% | -2.8% |
| 3M | -1.7% | -6.3% | +4.6% | -1.2% |
| 6M | +3.2% | -3.8% | +7.0% | +2.9% |
| YTD | +12.0% | -35.2% | +47.2% | +15.6% |
| 1Y | +12.1% | -47.0% | +59.1% | +20.7% |
| All | +12.1% | -47.0% | +59.1% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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