+111.9%
HAL vs CPNG
-52.6%
+164.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -1.3% | -7.6% | +6.2% | -0.5% |
| 30D | +10.9% | -8.8% | +19.7% | +11.9% |
| 3M | -5.8% | -7.2% | +1.4% | -5.5% |
| 6M | +8.1% | -21.5% | +29.6% | +10.0% |
| YTD | +33.2% | -37.4% | +70.6% | +38.6% |
| 1Y | +74.2% | -54.3% | +128.5% | +87.9% |
| 3Y | -3.7% | -20.3% | +16.6% | -4.1% |
| 5Y | +111.9% | -51.2% | +163.1% | +101.9% |
| All | +111.9% | -52.6% | +164.5% | +101.9% |
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