+59.2%
HAL vs CPNG
-43.2%
+102.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.2% |
| 7D | +6.1% | -6.8% | +12.8% | +6.8% |
| 30D | +2.9% | +5.5% | -2.6% | +2.2% |
| 3M | +3.3% | -6.8% | +10.1% | +3.8% |
| 6M | -16.9% | -4.8% | -12.1% | -17.2% |
| YTD | +21.2% | -35.6% | +56.8% | +25.5% |
| 1Y | +27.5% | -46.8% | +74.3% | +35.0% |
| 3Y | -6.4% | -0.8% | -5.7% | -9.2% |
| All | +59.2% | -43.2% | +102.3% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling