+2.6%
HAL vs CNI
+138.2%
-135.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.4% |
| 7D | -3.3% | -0.4% | -2.9% | -3.0% |
| 30D | +8.2% | -2.7% | +10.9% | +10.5% |
| 3M | -9.4% | +3.9% | -13.4% | -13.2% |
| 6M | +0.6% | +16.4% | -15.7% | -14.3% |
| YTD | +28.6% | +25.8% | +2.8% | +1.0% |
| 1Y | +63.9% | +32.4% | +31.5% | +21.9% |
| 3Y | -7.1% | +19.1% | -26.2% | -26.3% |
| 5Y | +102.3% | +13.6% | +88.8% | +62.2% |
| All | +2.6% | +138.2% | -135.7% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 10y: compounded portfolio wealth divided by compounded CNI 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…
10y analysis · Full analysis span regression · 6 months rolling