+579.5%
CEG vs HAS
+50.3%
+529.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.2% |
| 7D | +11.8% | +2.0% | +9.8% | +11.4% |
| 30D | -6.5% | +30.9% | -37.4% | -11.9% |
| 3M | -1.2% | +28.8% | -29.9% | -6.5% |
| 6M | -8.0% | +32.3% | -40.4% | -14.1% |
| YTD | -21.9% | +54.7% | -76.6% | -30.2% |
| 1Y | -21.4% | +63.2% | -84.7% | -30.8% |
| 3Y | +130.0% | +220.7% | -90.7% | +68.9% |
| All | +579.5% | +50.3% | +529.3% | +502.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling