-0.5%
UNH vs CPNG
-49.8%
+49.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.4% | -2.4% |
| 7D | -4.5% | -1.1% | -3.4% | -4.5% |
| 30D | -6.5% | -7.4% | +0.8% | -6.4% |
| 3M | -6.0% | -12.3% | +6.4% | -5.8% |
| 6M | +33.7% | -19.4% | +53.1% | +34.0% |
| YTD | +16.4% | -35.9% | +52.3% | +17.5% |
| 1Y | +10.1% | -53.4% | +63.5% | +12.3% |
| 3Y | -16.3% | -20.0% | +3.7% | -16.5% |
| All | -0.5% | -49.8% | +49.3% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling