+497.6%
HAL vs COO
+5,356.1%
-4,858.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.1% |
| 7D | -12.0% | +4.7% | -16.7% | -12.4% |
| 30D | +0.3% | +13.9% | -13.6% | -1.0% |
| 3M | -1.6% | -14.9% | +13.3% | -0.3% |
| 6M | -20.5% | +2.0% | -22.5% | -21.0% |
| YTD | +14.2% | -23.9% | +38.1% | +16.6% |
| 1Y | +18.9% | -9.6% | +28.5% | +19.3% |
| 3Y | -13.7% | -25.4% | +11.7% | -12.2% |
| 5Y | +42.2% | -41.2% | +83.4% | +47.1% |
| 10Y | -16.7% | +42.1% | -58.8% | -19.1% |
| All | +497.6% | +5,356.1% | -4,858.5% | +392.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling