-3.4%
HAL vs COR
+92.7%
-96.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | +2.9% | +2.8% | +0.2% | +3.0% |
| 30D | +17.0% | +4.5% | +12.5% | +17.2% |
| 3M | -9.7% | +22.7% | -32.3% | -8.9% |
| 6M | +8.6% | -9.7% | +18.4% | +7.4% |
| YTD | +33.0% | -1.4% | +34.4% | +32.6% |
| 1Y | +68.3% | +13.9% | +54.4% | +69.6% |
| All | -3.4% | +92.7% | -96.1% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 3y: compounded portfolio wealth divided by compounded COR 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…
3y analysis · Full analysis span regression · 6 months rolling