-69.2%
CPNG vs HAS
+54.8%
-123.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -6.8% | +1.4% | -8.1% | -7.2% |
| 30D | +5.5% | +26.3% | -20.8% | -3.7% |
| 3M | -6.8% | +25.6% | -32.4% | -14.7% |
| 6M | -4.8% | +30.3% | -35.1% | -15.0% |
| YTD | -35.6% | +50.4% | -86.0% | -46.5% |
| 1Y | -46.8% | +57.7% | -104.5% | -56.8% |
| 3Y | -0.8% | +213.4% | -214.2% | -45.4% |
| 5Y | -42.9% | +49.1% | -91.9% | -50.8% |
| All | -69.2% | +54.8% | -123.9% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling