+1,867.7%
CNP vs HSY
+4,411.2%
-2,543.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +1.4% |
| 7D | -4.3% | +1.3% | -5.6% | -4.9% |
| 30D | +5.7% | +6.6% | -0.9% | +2.8% |
| 3M | +0.9% | -4.1% | +5.0% | +2.1% |
| 6M | -1.1% | -5.2% | +4.2% | +0.2% |
| YTD | +8.3% | -2.5% | +10.8% | +7.6% |
| 1Y | +5.9% | +4.7% | +1.2% | +2.1% |
| 3Y | +64.6% | +0.6% | +64.1% | +56.8% |
| 5Y | +74.6% | +11.7% | +62.9% | +58.3% |
| 10Y | +139.8% | +120.0% | +19.9% | +68.2% |
| All | +1,867.7% | +4,411.2% | -2,543.6% | +467.7% |
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