+656.3%
HAL vs CNC
+5,893.3%
-5,237.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +2.8% |
| 7D | +6.1% | +2.2% | +3.9% | +5.6% |
| 30D | +2.9% | +1.6% | +1.3% | +2.1% |
| 3M | +3.3% | +7.9% | -4.6% | +1.0% |
| 6M | -16.9% | +21.2% | -38.1% | -21.3% |
| YTD | +21.2% | +73.2% | -52.0% | +4.3% |
| 1Y | +27.5% | +97.5% | -69.9% | +6.4% |
| 3Y | -6.4% | -1.2% | -5.2% | -13.8% |
| 5Y | +58.0% | -6.1% | +64.1% | +44.9% |
| 10Y | -14.6% | +181.3% | -195.9% | -39.5% |
| All | +656.3% | +5,893.3% | -5,237.0% | +171.6% |
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