+7.4%
HAL vs COO
+36.7%
-29.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.2% | +7.1% | +3.4% |
| 7D | -1.3% | -9.0% | +7.6% | +2.4% |
| 30D | +10.9% | -16.8% | +27.7% | +19.3% |
| 3M | -5.8% | -7.5% | +1.6% | -3.6% |
| 6M | +8.1% | -16.3% | +24.4% | +14.7% |
| YTD | +33.2% | -22.5% | +55.7% | +46.2% |
| 1Y | +74.2% | -7.0% | +81.2% | +74.9% |
| 3Y | -3.7% | -27.5% | +23.8% | +3.7% |
| 5Y | +111.9% | -43.3% | +155.2% | +151.9% |
| 10Y | +7.4% | +37.6% | -30.2% | +5.8% |
| All | +7.4% | +36.7% | -29.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded COO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling