+293.0%
HAL vs CNI
+6,541.6%
-6,248.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +2.9% | -2.1% | +5.0% | +4.3% |
| 30D | +17.0% | -3.3% | +20.3% | +19.4% |
| 3M | -9.7% | +3.8% | -13.5% | -12.4% |
| 6M | +8.6% | +12.7% | -4.0% | -1.5% |
| YTD | +33.0% | +26.3% | +6.7% | +11.1% |
| 1Y | +68.3% | +29.9% | +38.4% | +37.4% |
| 3Y | +0.1% | +15.9% | -15.8% | -12.8% |
| 5Y | +102.6% | +6.9% | +95.7% | +85.3% |
| 10Y | +3.8% | +126.8% | -123.0% | -37.7% |
| All | +293.0% | +6,541.6% | -6,248.6% | -43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling