-17.4%
HAL vs CPB
-40.8%
+23.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | +2.6% | -5.8% | +8.4% | +3.1% |
| 30D | -0.1% | +16.5% | -16.6% | -1.4% |
| 3M | -1.1% | -1.1% | 0.0% | -1.2% |
| 6M | -20.7% | +11.5% | -32.2% | -21.8% |
| YTD | +17.5% | -15.7% | +33.3% | +19.0% |
| 1Y | +24.1% | -24.7% | +48.8% | +27.1% |
| 3Y | -8.4% | -37.3% | +28.9% | -4.9% |
| 5Y | +53.2% | -35.0% | +88.3% | +58.1% |
| All | -17.4% | -40.8% | +23.3% | -3.4% |
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