+1,583.6%
CCJ vs HAS
+1,147.3%
+436.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.7% | -1.8% | +2.5% | +1.2% |
| 30D | +6.9% | +2.3% | +4.6% | +6.2% |
| 3M | -11.6% | +10.4% | -22.0% | -14.0% |
| 6M | -16.2% | -3.2% | -13.0% | -15.9% |
| YTD | +10.1% | +15.4% | -5.3% | +5.5% |
| 1Y | +32.3% | +18.8% | +13.5% | +25.5% |
| 3Y | +171.3% | +43.9% | +127.4% | +139.8% |
| 5Y | +372.4% | +13.9% | +358.5% | +337.9% |
| 10Y | +1,070.0% | +56.4% | +1,013.6% | +841.8% |
| All | +1,583.6% | +1,147.3% | +436.3% | +763.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling