+101.3%
HIMS vs CPB
-38.4%
+139.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.1% | -5.4% |
| 7D | -18.0% | -5.8% | -12.2% | -18.8% |
| 30D | -33.6% | +16.5% | -50.1% | -31.8% |
| 3M | -34.2% | -1.1% | -33.1% | -34.1% |
| 6M | -21.2% | +11.5% | -32.6% | -19.1% |
| YTD | -39.2% | -15.7% | -23.5% | -40.5% |
| 1Y | -49.4% | -24.7% | -24.8% | -51.2% |
| 3Y | +189.7% | -37.3% | +227.0% | +174.3% |
| 5Y | +166.6% | -35.0% | +201.7% | +158.4% |
| All | +101.3% | -38.4% | +139.7% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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