+1,888.4%
CNP vs HSY
+4,423.5%
-2,535.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.9% |
| 7D | -3.0% | +3.8% | -6.9% | -4.6% |
| 30D | +6.8% | +6.9% | 0.0% | +3.8% |
| 3M | +3.6% | -4.1% | +7.7% | +4.9% |
| 6M | 0.0% | -5.0% | +5.0% | +1.1% |
| YTD | +9.4% | -2.3% | +11.7% | +8.6% |
| 1Y | +6.8% | +6.1% | +0.7% | +2.5% |
| 3Y | +64.2% | -0.7% | +64.8% | +57.2% |
| 5Y | +76.0% | +9.9% | +66.1% | +60.7% |
| 10Y | +143.3% | +127.8% | +15.5% | +68.5% |
| All | +1,888.4% | +4,423.5% | -2,535.1% | +473.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling