+5,587.9%
CNQ vs HAS
+1,521.4%
+4,066.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.5% |
| 7D | -0.7% | -3.1% | +2.4% | +0.3% |
| 30D | +6.7% | -6.4% | +13.1% | +8.9% |
| 3M | +12.8% | +10.4% | +2.4% | +8.5% |
| 6M | +13.3% | -3.7% | +17.0% | +13.0% |
| YTD | +53.1% | +12.5% | +40.6% | +44.1% |
| 1Y | +66.1% | +19.8% | +46.2% | +52.6% |
| 3Y | +75.4% | +46.0% | +29.5% | +45.6% |
| 5Y | +288.1% | +12.5% | +275.6% | +243.2% |
| 10Y | +423.6% | +58.1% | +365.5% | +289.5% |
| All | +5,587.9% | +1,521.4% | +4,066.5% | +2,673.5% |
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