+781.5%
CDE vs HAL
-7.2%
+788.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.3% | -2.3% |
| 7D | -6.1% | -3.3% | -2.8% | -5.1% |
| 30D | +9.5% | +7.2% | +2.3% | +7.2% |
| 3M | +32.0% | -8.8% | +40.8% | +35.5% |
| 6M | -12.8% | +3.0% | -15.8% | -14.8% |
| YTD | +14.2% | +29.4% | -15.2% | +3.1% |
| 1Y | +36.3% | +62.8% | -26.5% | +11.6% |
| All | +781.5% | -7.2% | +788.8% | +867.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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