+64.6%
CNP vs HSY
0.0%
+64.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.8% |
| 7D | -4.3% | +1.3% | -5.6% | -4.6% |
| 30D | +5.7% | +6.6% | -0.9% | +4.5% |
| 3M | +0.9% | -4.1% | +5.0% | +1.5% |
| 6M | -1.1% | -5.2% | +4.2% | -0.4% |
| YTD | +8.3% | -2.5% | +10.8% | +7.9% |
| 1Y | +5.9% | +4.7% | +1.2% | +4.2% |
| 3Y | +64.6% | +0.6% | +64.1% | +58.0% |
| All | +64.6% | 0.0% | +64.7% | +58.0% |
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