+595.7%
HAL vs CNP
+1,826.3%
-1,230.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | +2.9% | +1.1% | +1.8% | +2.5% |
| 30D | +17.0% | -1.8% | +18.9% | +17.7% |
| 3M | -9.7% | -4.6% | -5.0% | -8.3% |
| 6M | +8.6% | -8.8% | +17.5% | +11.7% |
| YTD | +33.0% | +5.2% | +27.8% | +29.7% |
| 1Y | +68.3% | +8.3% | +60.0% | +62.1% |
| 3Y | +0.1% | +54.9% | -54.8% | -16.8% |
| 5Y | +102.6% | +73.5% | +29.1% | +61.2% |
| 10Y | +3.8% | +139.1% | -135.3% | -24.9% |
| All | +595.7% | +1,826.3% | -1,230.6% | +185.1% |
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