+729.9%
HAL vs CNC
+5,537.6%
-4,807.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.3% |
| 7D | +2.9% | +3.5% | -0.6% | +2.1% |
| 30D | +17.0% | +0.1% | +17.0% | +16.9% |
| 3M | -9.7% | +6.9% | -16.6% | -11.4% |
| 6M | +8.6% | +49.0% | -40.4% | -2.3% |
| YTD | +33.0% | +62.9% | -29.9% | +16.7% |
| 1Y | +68.3% | +134.0% | -65.7% | +34.7% |
| 3Y | +0.1% | +9.4% | -9.3% | -9.9% |
| 5Y | +102.6% | +4.1% | +98.5% | +81.3% |
| 10Y | +3.8% | +95.4% | -91.6% | -20.8% |
| All | +729.9% | +5,537.6% | -4,807.6% | +203.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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