-44.7%
CPNG vs HAS
+51.1%
-95.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | +11.7% | +2.2% | +9.5% | +10.9% |
| 30D | +3.8% | +29.6% | -25.8% | -6.7% |
| 3M | +1.2% | +30.3% | -29.1% | -9.2% |
| 6M | -3.3% | +25.6% | -28.9% | -12.7% |
| YTD | -30.4% | +50.8% | -81.2% | -42.9% |
| 1Y | -43.1% | +63.0% | -106.2% | -55.1% |
| 3Y | +8.2% | +211.6% | -203.3% | -43.5% |
| 5Y | -44.7% | +50.4% | -95.1% | -48.1% |
| All | -44.7% | +51.1% | -95.8% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling