+67.5%
HAL vs CPNG
-76.9%
+144.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.8% |
| 7D | -3.3% | -5.4% | +2.1% | -2.8% |
| 30D | +7.2% | -11.1% | +18.3% | +8.3% |
| 3M | -8.8% | -3.0% | -5.8% | -8.9% |
| 6M | +3.0% | -23.5% | +26.5% | +4.8% |
| YTD | +29.4% | -37.8% | +67.2% | +34.0% |
| 1Y | +62.8% | -54.3% | +117.2% | +73.8% |
| 3Y | -6.4% | -20.8% | +14.3% | -6.6% |
| 5Y | +103.6% | -51.1% | +154.7% | +91.4% |
| All | +67.5% | -76.9% | +144.4% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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