+59.2%
HAL vs COO
-40.4%
+99.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +6.1% | +0.5% | +5.6% | +6.0% |
| 30D | +2.9% | +14.2% | -11.3% | -0.4% |
| 3M | +3.3% | -18.2% | +21.6% | +7.9% |
| 6M | -16.9% | +5.3% | -22.3% | -19.3% |
| YTD | +21.2% | -23.6% | +44.7% | +28.8% |
| 1Y | +27.5% | -12.7% | +40.2% | +30.3% |
| 3Y | -6.4% | -24.2% | +17.8% | -3.5% |
| All | +59.2% | -40.4% | +99.5% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling