+2.8%
CNC vs HAS
+10.2%
-7.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.3% |
| 7D | -1.0% | -3.1% | +2.1% | -0.5% |
| 30D | -1.8% | -2.7% | +0.9% | -1.5% |
| 3M | -0.7% | +8.9% | -9.6% | -2.1% |
| 6M | +47.9% | -2.9% | +50.9% | +48.0% |
| YTD | +56.9% | +12.6% | +44.3% | +53.7% |
| 1Y | +123.9% | +17.5% | +106.5% | +117.9% |
| 3Y | -1.3% | +46.2% | -47.5% | -7.2% |
| 5Y | +2.8% | +12.6% | -9.8% | +1.2% |
| All | +2.8% | +10.2% | -7.5% | +1.2% |
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