+7.2%
CCI vs HAS
+181.4%
-174.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.1% | -0.2% | 0.0% | -0.1% |
| 30D | +28.4% | +31.0% | -2.6% | +23.7% |
| 3M | +20.0% | +30.7% | -10.7% | +15.6% |
| 6M | +0.8% | +23.9% | -23.1% | -2.3% |
| YTD | +3.6% | +48.3% | -44.7% | -2.1% |
| 1Y | +6.1% | +60.2% | -54.1% | -0.8% |
| 3Y | +7.2% | +189.2% | -182.0% | -15.4% |
| All | +7.2% | +181.4% | -174.2% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling