+76.1%
V vs CPNG
+8.2%
+67.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.6% | +7.2% | -6.6% | -0.2% |
| 30D | +9.7% | +3.2% | +6.5% | +9.2% |
| 3M | +17.3% | +0.9% | +16.4% | +16.9% |
| 6M | +33.2% | -3.8% | +37.0% | +33.0% |
| YTD | +21.3% | -30.8% | +52.1% | +25.3% |
| 1Y | +27.3% | -43.5% | +70.9% | +34.7% |
| 3Y | +76.1% | +6.6% | +69.5% | +71.2% |
| All | +76.1% | +8.2% | +67.9% | +71.2% |
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