+1,080.5%
CCJ vs HAS
+53.3%
+1,027.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.8% |
| 7D | +5.9% | -3.1% | +9.0% | +6.8% |
| 30D | +4.7% | -2.7% | +7.4% | +5.4% |
| 3M | -3.3% | +8.9% | -12.2% | -5.6% |
| 6M | -7.0% | -2.9% | -4.1% | -6.8% |
| YTD | +11.5% | +12.6% | -1.2% | +7.3% |
| 1Y | +32.3% | +17.5% | +14.8% | +25.7% |
| 3Y | +176.8% | +46.2% | +130.6% | +143.5% |
| 5Y | +351.8% | +12.6% | +339.2% | +319.2% |
| 10Y | +1,080.5% | +55.7% | +1,024.8% | +945.9% |
| All | +1,080.5% | +53.3% | +1,027.2% | +945.9% |
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