+7.7%
V vs CPNG
-45.9%
+53.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.9% |
| 7D | -1.7% | -7.4% | +5.7% | -1.2% |
| 30D | +2.0% | -4.4% | +6.4% | +2.2% |
| 3M | +17.4% | -7.5% | +24.9% | +17.8% |
| 6M | +17.5% | -19.9% | +37.4% | +19.2% |
| YTD | +7.6% | -35.2% | +42.8% | +10.3% |
| 1Y | +7.7% | -46.8% | +54.5% | +11.7% |
| All | +7.7% | -45.9% | +53.6% | +11.7% |
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