+42.3%
WELL vs CPNG
-54.7%
+97.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -2.2% | -5.4% | +3.2% | -2.5% |
| 30D | +4.7% | -11.1% | +15.8% | +4.1% |
| 3M | +11.9% | -3.0% | +14.9% | +11.4% |
| 6M | +14.3% | -23.5% | +37.8% | +14.0% |
| YTD | +28.4% | -37.8% | +66.2% | +29.7% |
| 1Y | +42.3% | -54.3% | +96.6% | +46.8% |
| All | +42.3% | -54.7% | +97.0% | +46.8% |
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