-52.8%
CPNG vs HAS
+10.2%
-63.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.2% |
| 7D | -6.3% | -3.1% | -3.2% | -5.0% |
| 30D | -8.7% | -2.7% | -6.0% | -7.7% |
| 3M | -2.4% | +8.9% | -11.4% | -6.5% |
| 6M | -22.3% | -2.9% | -19.4% | -22.6% |
| YTD | -37.2% | +12.6% | -49.9% | -41.9% |
| 1Y | -53.0% | +17.5% | -70.5% | -57.6% |
| 3Y | -20.0% | +46.2% | -66.2% | -36.7% |
| 5Y | -52.8% | +12.6% | -65.3% | -51.4% |
| All | -52.8% | +10.2% | -63.0% | -51.4% |
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