+497.6%
HAL vs CNP
+1,874.4%
-1,376.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | -12.0% | -4.2% | -7.8% | -10.6% |
| 30D | +0.3% | +5.5% | -5.2% | -1.7% |
| 3M | -1.6% | +0.6% | -2.2% | -2.0% |
| 6M | -20.5% | -2.8% | -17.6% | -20.0% |
| YTD | +14.2% | +7.9% | +6.4% | +10.3% |
| 1Y | +18.9% | +6.7% | +12.2% | +15.1% |
| 3Y | -13.7% | +61.1% | -74.9% | -29.3% |
| 5Y | +42.2% | +73.0% | -30.8% | +13.3% |
| 10Y | -16.7% | +141.9% | -158.6% | -40.1% |
| All | +497.6% | +1,874.4% | -1,376.8% | +142.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling