-69.0%
CPNG vs HAS
+18.8%
-87.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -7.4% | -1.8% | -5.6% | -6.8% |
| 30D | -4.4% | +2.3% | -6.7% | -5.3% |
| 3M | -7.5% | +10.4% | -17.9% | -11.6% |
| 6M | -19.9% | -3.2% | -16.7% | -20.0% |
| YTD | -35.2% | +15.4% | -50.6% | -40.3% |
| 1Y | -46.8% | +18.8% | -65.6% | -51.8% |
| 3Y | -20.2% | +43.9% | -64.1% | -35.1% |
| 5Y | -48.4% | +13.9% | -62.3% | -51.4% |
| All | -69.0% | +18.8% | -87.7% | -70.8% |
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