+62.7%
CCJ vs HAS
+212.5%
-149.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | -0.8% | +1.4% | -2.2% | -1.1% |
| 30D | -13.2% | +26.3% | -39.5% | -17.6% |
| 3M | -27.6% | +25.6% | -53.2% | -31.3% |
| 6M | -38.7% | +30.3% | -69.0% | -42.6% |
| YTD | -22.7% | +50.4% | -73.0% | -29.9% |
| 1Y | -17.6% | +57.7% | -75.3% | -26.0% |
| 3Y | +62.7% | +213.4% | -150.7% | +42.7% |
| All | +62.7% | +212.5% | -149.8% | +42.7% |
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