+72.0%
CNP vs HSY
+13.1%
+58.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | +1.6% | -1.6% | +3.2% | +2.1% |
| 30D | -0.8% | -4.2% | +3.4% | +0.3% |
| 3M | -3.6% | -0.7% | -2.8% | -3.6% |
| 6M | -6.9% | -21.8% | +14.8% | -1.1% |
| YTD | +6.4% | -2.7% | +9.1% | +6.0% |
| 1Y | +9.9% | -4.8% | +14.8% | +10.0% |
| 3Y | +53.1% | -9.4% | +62.5% | +54.8% |
| 5Y | +72.0% | +11.3% | +60.7% | +54.3% |
| All | +72.0% | +13.1% | +58.8% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling