+51.4%
CNP vs HSY
-9.6%
+60.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.6% |
| 7D | +1.1% | -3.3% | +4.4% | +1.7% |
| 30D | -1.8% | -2.8% | +1.0% | -1.4% |
| 3M | -4.6% | -4.5% | -0.2% | -4.0% |
| 6M | -8.8% | -24.2% | +15.4% | -4.8% |
| YTD | +5.2% | -2.7% | +8.0% | +5.0% |
| 1Y | +8.3% | -3.7% | +12.0% | +8.1% |
| All | +51.4% | -9.6% | +60.9% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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