-41.6%
HIMS vs CPB
-30.8%
-10.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -0.8% |
| 7D | -2.7% | -8.0% | +5.3% | -5.6% |
| 30D | -12.2% | -2.4% | -9.8% | -12.7% |
| 3M | -3.7% | +0.5% | -4.3% | -2.5% |
| 6M | +25.9% | -10.5% | +36.4% | +13.2% |
| YTD | -14.1% | -17.5% | +3.5% | -25.7% |
| 1Y | -41.6% | -31.0% | -10.6% | -54.5% |
| All | -41.6% | -30.8% | -10.8% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling