-13.7%
HAL vs CP
+26.5%
-40.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.4% |
| 7D | -12.0% | +2.8% | -14.7% | -12.9% |
| 30D | +0.3% | +10.2% | -9.9% | -3.5% |
| 3M | -1.6% | +2.4% | -4.0% | -2.9% |
| 6M | -20.5% | +7.7% | -28.2% | -23.4% |
| YTD | +14.2% | +26.0% | -11.8% | +1.7% |
| 1Y | +18.9% | +34.6% | -15.8% | +2.3% |
| 3Y | -13.7% | +26.7% | -40.4% | -26.0% |
| All | -13.7% | +26.5% | -40.2% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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