+7.3%
CCI vs HAS
+66.3%
-59.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.1% | +3.4% | +6.0% |
| 7D | +5.0% | +2.4% | +2.6% | +4.7% |
| 30D | +36.4% | +31.6% | +4.8% | +30.8% |
| 3M | +20.4% | +33.9% | -13.4% | +15.2% |
| 6M | +4.9% | +31.4% | -26.5% | +0.8% |
| YTD | +7.8% | +51.6% | -43.9% | +0.5% |
| 1Y | +7.3% | +65.2% | -57.9% | -2.2% |
| All | +7.3% | +66.3% | -59.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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