+3,388.4%
CSGP vs HAS
+837.2%
+2,551.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.1% |
| 7D | +13.9% | 0.0% | +13.9% | +13.9% |
| 30D | +16.0% | +31.3% | -15.3% | +6.8% |
| 3M | +6.1% | +32.1% | -26.0% | -2.5% |
| 6M | -8.2% | +28.1% | -36.3% | -15.4% |
| YTD | -52.3% | +49.1% | -101.4% | -58.3% |
| 1Y | -54.5% | +60.5% | -115.0% | -61.1% |
| 3Y | -58.6% | +183.9% | -242.5% | -70.9% |
| 5Y | -61.5% | +51.2% | -112.7% | -67.8% |
| 10Y | +74.7% | +105.3% | -30.6% | +22.8% |
| All | +3,388.4% | +837.2% | +2,551.3% | +1,296.4% |
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