+52.5%
V vs CPNG
-19.7%
+72.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.4% |
| 7D | -1.1% | -6.3% | +5.2% | -0.4% |
| 30D | +1.9% | -8.7% | +10.6% | +2.8% |
| 3M | +15.5% | -2.4% | +18.0% | +15.4% |
| 6M | +16.6% | -22.3% | +39.0% | +19.0% |
| YTD | +5.7% | -37.2% | +43.0% | +10.4% |
| 1Y | +8.6% | -53.0% | +61.5% | +17.2% |
| 3Y | +52.5% | -20.0% | +72.5% | +53.5% |
| All | +52.5% | -19.7% | +72.2% | +53.5% |
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