-89.4%
CDE vs HAS
+3,598.5%
-3,687.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +0.5% | -1.8% | +2.3% | +1.0% |
| 30D | +21.9% | +2.3% | +19.6% | +21.2% |
| 3M | +14.9% | +10.4% | +4.6% | +12.3% |
| 6M | -10.5% | -3.2% | -7.3% | -10.2% |
| YTD | +19.3% | +15.4% | +3.8% | +15.1% |
| 1Y | +50.8% | +18.8% | +32.0% | +44.5% |
| 3Y | +782.3% | +43.9% | +738.4% | +697.3% |
| 5Y | +191.7% | +13.9% | +177.8% | +173.3% |
| 10Y | +57.6% | +56.4% | +1.2% | +32.8% |
| All | -89.4% | +3,598.5% | -3,687.9% | -91.9% |
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 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