+56.5%
CCI vs HAS
+106.1%
-49.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.2% |
| 7D | +0.9% | +2.2% | -1.2% | +0.6% |
| 30D | +10.3% | +29.6% | -19.3% | +5.1% |
| 3M | +17.9% | +30.3% | -12.4% | +12.2% |
| 6M | -0.5% | +25.6% | -26.1% | -4.9% |
| YTD | +2.7% | +50.8% | -48.1% | -5.4% |
| 1Y | +3.1% | +63.0% | -59.9% | -6.3% |
| 3Y | +8.0% | +211.6% | -203.6% | -15.2% |
| 5Y | -37.8% | +50.4% | -88.2% | -44.7% |
| 10Y | +56.5% | +101.9% | -45.4% | +28.4% |
| All | +56.5% | +106.1% | -49.6% | +28.4% |
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