+795.4%
CDE vs HAS
+45.6%
+749.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -1.8% |
| 7D | +2.3% | -3.1% | +5.4% | +3.6% |
| 30D | +18.8% | -2.7% | +21.5% | +20.0% |
| 3M | +23.5% | +8.9% | +14.6% | +19.0% |
| 6M | -8.6% | -2.9% | -5.7% | -8.7% |
| YTD | +16.0% | +12.6% | +3.4% | +9.6% |
| 1Y | +42.1% | +17.5% | +24.6% | +31.8% |
| All | +795.4% | +45.6% | +749.8% | +582.9% |
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