-70.2%
CPNG vs HAS
+15.7%
-86.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.1% |
| 7D | -5.4% | -3.1% | -2.4% | -4.3% |
| 30D | -11.1% | -6.4% | -4.7% | -8.8% |
| 3M | -3.0% | +10.4% | -13.4% | -7.4% |
| 6M | -23.5% | -3.7% | -19.8% | -23.5% |
| YTD | -37.8% | +12.5% | -50.3% | -42.2% |
| 1Y | -54.3% | +19.8% | -74.2% | -58.9% |
| 3Y | -20.8% | +46.0% | -66.8% | -36.5% |
| 5Y | -51.1% | +12.5% | -63.6% | -53.5% |
| All | -70.2% | +15.7% | -86.0% | -71.7% |
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