-69.3%
CPNG vs HSY
+30.7%
-100.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -7.4% | -5.2% | -2.2% | -7.8% |
| 3M | -12.3% | -3.4% | -8.9% | -12.6% |
| 6M | -19.4% | -19.2% | -0.2% | -21.4% |
| YTD | -35.9% | -2.6% | -33.3% | -35.8% |
| 1Y | -53.4% | -3.8% | -49.6% | -53.3% |
| 3Y | -20.0% | -10.6% | -9.4% | -21.0% |
| 5Y | -49.6% | +12.3% | -61.9% | -36.7% |
| All | -69.3% | +30.7% | -100.0% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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