+43.2%
KO vs CPNG
-45.7%
+89.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +12.0% | -10.9% | +1.4% |
| 7D | +4.4% | +20.8% | -16.4% | +5.0% |
| 30D | +10.7% | +20.1% | -9.3% | +11.3% |
| 3M | +11.3% | +1.6% | +9.7% | +11.2% |
| 6M | +24.0% | -15.8% | +39.9% | +23.7% |
| YTD | +39.7% | -27.7% | +67.4% | +38.8% |
| 1Y | +43.2% | -46.9% | +90.2% | +43.8% |
| All | +43.2% | -45.7% | +89.0% | +43.8% |
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