+582.9%
CEG vs HAL
+21.3%
+561.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.1% | +10.3% | +10.4% |
| 7D | +7.3% | -7.9% | +15.2% | +9.6% |
| 30D | -7.4% | -2.1% | -5.3% | -6.9% |
| 3M | +2.5% | +0.4% | +2.0% | +2.2% |
| 6M | -8.8% | -19.2% | +10.5% | -4.3% |
| YTD | -21.5% | +14.4% | -35.9% | -25.5% |
| 1Y | -22.5% | +18.0% | -40.5% | -27.3% |
| 3Y | +133.3% | -9.7% | +143.0% | +128.1% |
| All | +582.9% | +21.3% | +561.5% | +615.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling