+4,577.2%
CNC vs HAS
+982.7%
+3,594.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +3.5% | -1.8% | +5.3% | +4.1% |
| 30D | +0.1% | +2.3% | -2.2% | -0.7% |
| 3M | +6.9% | +10.4% | -3.4% | +3.4% |
| 6M | +49.0% | -3.2% | +52.2% | +49.1% |
| YTD | +62.9% | +15.4% | +47.5% | +54.4% |
| 1Y | +134.0% | +18.8% | +115.2% | +119.7% |
| 3Y | +9.4% | +43.9% | -34.5% | -6.9% |
| 5Y | +4.1% | +13.9% | -9.7% | -6.9% |
| 10Y | +95.4% | +56.4% | +39.0% | +41.8% |
| All | +4,577.2% | +982.7% | +3,594.5% | +1,306.9% |
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 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