-3.8%
HAL vs CPAY
+48.3%
-52.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.3% | -2.5% | +1.1% | -0.6% |
| 30D | +10.9% | +1.3% | +9.6% | +10.3% |
| 3M | -5.8% | +13.5% | -19.3% | -10.0% |
| 6M | +8.1% | +24.7% | -16.6% | -0.7% |
| YTD | +33.2% | +34.9% | -1.7% | +16.9% |
| 1Y | +74.2% | +29.7% | +44.5% | +55.0% |
| All | -3.8% | +48.3% | -52.1% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling