+60.7%
COP vs HAS
+66.3%
-5.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.1% | -8.2% | -5.0% |
| 7D | -8.1% | +2.4% | -10.6% | -8.0% |
| 30D | +6.7% | +31.6% | -25.0% | +8.0% |
| 3M | +16.9% | +33.9% | -17.0% | +18.4% |
| 6M | +11.2% | +31.4% | -20.2% | +13.2% |
| YTD | +49.5% | +51.6% | -2.1% | +47.3% |
| 1Y | +60.7% | +65.2% | -4.5% | +59.1% |
| All | +60.7% | +66.3% | -5.6% | +59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling