-4.5%
HAL vs CPNG
-19.7%
+15.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.5% |
| 7D | +0.5% | -6.3% | +6.7% | +1.0% |
| 30D | +15.9% | -8.7% | +24.7% | +16.7% |
| 3M | -8.7% | -2.4% | -6.3% | -9.1% |
| 6M | +9.0% | -22.3% | +31.4% | +10.8% |
| YTD | +32.0% | -37.2% | +69.2% | +37.3% |
| 1Y | +72.5% | -53.0% | +125.4% | +86.6% |
| 3Y | -4.5% | -20.0% | +15.5% | -7.6% |
| All | -4.5% | -19.7% | +15.2% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling