-66.7%
CPNG vs HAS
+55.2%
-121.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | +11.7% | +2.2% | +9.5% | +10.9% |
| 30D | +3.8% | +29.6% | -25.8% | -6.2% |
| 3M | +1.2% | +30.3% | -29.1% | -8.7% |
| 6M | -3.3% | +25.6% | -28.9% | -12.2% |
| YTD | -30.4% | +50.8% | -81.2% | -42.2% |
| 1Y | -43.1% | +63.0% | -106.2% | -54.5% |
| 3Y | +8.2% | +211.6% | -203.3% | -40.2% |
| 5Y | -44.7% | +50.4% | -95.1% | -52.5% |
| All | -66.7% | +55.2% | -121.9% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling