+5.6%
CDE vs HAS
+66.3%
-60.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.1% | +5.7% | +7.7% |
| 7D | +1.1% | +2.4% | -1.3% | +0.3% |
| 30D | -14.5% | +31.6% | -46.1% | -22.8% |
| 3M | -10.1% | +33.9% | -43.9% | -19.5% |
| 6M | -16.9% | +31.4% | -48.3% | -26.9% |
| YTD | -18.1% | +51.6% | -69.8% | -33.4% |
| 1Y | +5.6% | +65.2% | -59.6% | -19.3% |
| All | +5.6% | +66.3% | -60.7% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling