-20.0%
CPNG vs HSY
-9.3%
-10.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.6% |
| 3M | -12.3% | -3.4% | -8.9% | -12.5% |
| 6M | -19.4% | -19.2% | -0.2% | -20.7% |
| YTD | -35.9% | -2.6% | -33.3% | -35.9% |
| 1Y | -53.4% | -3.8% | -49.6% | -53.4% |
| 3Y | -20.0% | -10.6% | -9.4% | -17.0% |
| All | -20.0% | -9.3% | -10.7% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling