+2.6%
HAL vs CPAY
+155.2%
-152.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -3.3% | -2.0% | -1.4% | -2.2% |
| 30D | +8.2% | -0.4% | +8.5% | +8.1% |
| 3M | -9.4% | +16.4% | -25.8% | -18.3% |
| 6M | +0.6% | +23.5% | -22.9% | -14.1% |
| YTD | +28.6% | +35.7% | -7.1% | +1.1% |
| 1Y | +63.9% | +30.2% | +33.7% | +31.1% |
| 3Y | -7.1% | +49.7% | -56.8% | -35.8% |
| 5Y | +102.3% | +56.6% | +45.8% | +31.4% |
| All | +2.6% | +155.2% | -152.6% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling