+3.2%
HAL vs CPB
-47.3%
+50.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.3% |
| 7D | +2.9% | -8.6% | +11.5% | +3.7% |
| 30D | +17.0% | -7.2% | +24.3% | +17.7% |
| 3M | -9.7% | +0.9% | -10.5% | -10.0% |
| 6M | +8.6% | -11.8% | +20.4% | +9.6% |
| YTD | +33.0% | -19.4% | +52.4% | +35.3% |
| 1Y | +68.3% | -30.4% | +98.7% | +73.8% |
| 3Y | +0.1% | -40.2% | +40.3% | +4.4% |
| 5Y | +102.6% | -39.5% | +142.1% | +110.6% |
| All | +3.2% | -47.3% | +50.6% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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