+105.3%
HAL vs CNP
+73.1%
+32.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +2.9% | +1.1% | +1.8% | +2.6% |
| 30D | +17.0% | -1.8% | +18.9% | +17.6% |
| 3M | -9.7% | -4.6% | -5.0% | -8.6% |
| 6M | +8.6% | -8.8% | +17.5% | +11.3% |
| YTD | +33.0% | +5.2% | +27.8% | +29.4% |
| 1Y | +68.3% | +8.3% | +60.0% | +61.7% |
| 3Y | +0.1% | +54.9% | -54.8% | -19.5% |
| All | +105.3% | +73.1% | +32.2% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 5y: compounded portfolio wealth divided by compounded CNP 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…
5y analysis · Full analysis span regression · 6 months rolling