+18.3%
CCI vs HAS
+53.3%
-35.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.6% |
| 7D | +0.2% | -3.1% | +3.3% | +0.7% |
| 30D | +0.5% | -2.7% | +3.2% | +1.0% |
| 3M | -16.3% | +8.9% | -25.2% | -17.7% |
| 6M | -13.9% | -2.9% | -11.0% | -13.9% |
| YTD | -12.4% | +12.6% | -25.1% | -14.8% |
| 1Y | -15.2% | +17.5% | -32.7% | -18.2% |
| 3Y | -9.9% | +46.2% | -56.1% | -18.3% |
| 5Y | -50.8% | +12.6% | -63.4% | -54.0% |
| 10Y | +18.3% | +55.7% | -37.4% | +3.1% |
| All | +18.3% | +53.3% | -35.0% | +3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling