+189.0%
CDE vs HAL
+99.2%
+89.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -3.1% | -3.3% | +0.2% | -1.8% |
| 30D | +9.5% | +8.2% | +1.3% | +6.1% |
| 3M | +25.5% | -9.4% | +34.9% | +29.6% |
| 6M | -7.9% | +0.6% | -8.5% | -9.7% |
| YTD | +15.6% | +28.6% | -13.0% | +2.1% |
| 1Y | +34.0% | +63.9% | -29.9% | +4.5% |
| 3Y | +791.9% | -7.1% | +799.0% | +785.3% |
| All | +189.0% | +99.2% | +89.8% | +109.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling