-14.3%
UNH vs CPNG
-21.7%
+7.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | -3.2% | -5.4% | +2.3% | -3.2% |
| 30D | -3.5% | -11.1% | +7.6% | -3.6% |
| 3M | -4.2% | -3.0% | -1.2% | -4.4% |
| 6M | +38.3% | -23.5% | +61.8% | +37.7% |
| YTD | +19.2% | -37.8% | +57.0% | +18.9% |
| 1Y | +15.0% | -54.3% | +69.3% | +14.8% |
| All | -14.3% | -21.7% | +7.4% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling