-69.9%
CPNG vs HSY
+30.7%
-100.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -6.3% | -1.6% | -4.7% | -6.4% |
| 30D | -8.7% | -4.2% | -4.5% | -9.1% |
| 3M | -2.4% | -0.7% | -1.7% | -2.5% |
| 6M | -22.3% | -21.8% | -0.6% | -24.5% |
| YTD | -37.2% | -2.7% | -34.6% | -37.2% |
| 1Y | -53.0% | -4.8% | -48.2% | -53.0% |
| 3Y | -20.0% | -9.4% | -10.7% | -20.8% |
| 5Y | -52.8% | +11.3% | -64.0% | -41.4% |
| All | -69.9% | +30.7% | -100.6% | -55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling