+639.5%
CEG vs HAS
+12.1%
+627.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.0% |
| 7D | +8.0% | -1.8% | +9.8% | +8.5% |
| 30D | +12.9% | +2.3% | +10.7% | +12.4% |
| 3M | +13.2% | +10.4% | +2.8% | +10.4% |
| 6M | -7.0% | -3.2% | -3.8% | -7.0% |
| YTD | -15.0% | +15.4% | -30.4% | -19.0% |
| 1Y | -2.7% | +18.8% | -21.5% | -8.2% |
| 3Y | +184.1% | +43.9% | +140.1% | +150.1% |
| All | +639.5% | +12.1% | +627.3% | +599.5% |
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