-16.1%
CEG vs HAS
+58.1%
-74.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | +12.1% | +1.4% | +10.7% | +12.1% |
| 30D | +0.2% | +26.3% | -26.0% | +0.4% |
| 3M | +0.7% | +25.6% | -24.9% | +0.8% |
| 6M | +2.2% | +30.3% | -28.0% | +0.6% |
| YTD | -20.3% | +50.4% | -70.7% | -23.1% |
| 1Y | -16.1% | +57.7% | -73.8% | -20.9% |
| All | -16.1% | +58.1% | -74.2% | -20.9% |
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 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