+73.2%
CVE vs HALO
+170.1%
-96.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +5.9% | -3.2% | +9.2% | +6.0% |
| 30D | -10.9% | -14.2% | +3.3% | -10.7% |
| 3M | -4.5% | -0.4% | -4.1% | -4.5% |
| 6M | -1.0% | +43.2% | -44.2% | -1.3% |
| YTD | +74.7% | +49.0% | +25.8% | +73.9% |
| 1Y | +65.8% | +40.8% | +25.0% | +65.3% |
| 3Y | +73.2% | +167.4% | -94.2% | +65.4% |
| All | +73.2% | +170.1% | -96.9% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 3y: compounded portfolio wealth divided by compounded HALO 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…
3y analysis · Full analysis span regression · 6 months rolling