+602.3%
HAL vs COR
+17,545.2%
-16,942.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | +2.9% | +2.8% | +0.2% | +2.1% |
| 30D | +17.0% | +4.5% | +12.5% | +15.4% |
| 3M | -9.7% | +22.7% | -32.3% | -15.2% |
| 6M | +8.6% | -9.7% | +18.4% | +10.7% |
| YTD | +33.0% | -1.4% | +34.4% | +31.5% |
| 1Y | +68.3% | +13.9% | +54.4% | +58.9% |
| 3Y | +0.1% | +94.0% | -93.9% | -21.4% |
| 5Y | +102.6% | +184.0% | -81.4% | +41.3% |
| 10Y | +3.8% | +406.8% | -402.9% | -39.6% |
| All | +602.3% | +17,545.2% | -16,942.9% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling