+492.8%
CEG vs HAS
+44.8%
+447.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | -9.4% | 0.0% | -9.4% | -9.5% |
| 30D | -20.2% | +31.3% | -51.5% | -24.9% |
| 3M | -9.5% | +32.1% | -41.6% | -14.9% |
| 6M | -25.0% | +28.1% | -53.1% | -29.4% |
| YTD | -31.9% | +49.1% | -81.0% | -38.7% |
| 1Y | -33.7% | +60.5% | -94.2% | -41.5% |
| 3Y | +108.7% | +183.9% | -75.2% | +57.3% |
| All | +492.8% | +44.8% | +447.9% | +429.5% |
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 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