-6.4%
HAL vs CPB
-35.1%
+28.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +3.1% |
| 7D | +6.1% | -1.6% | +7.7% | +6.1% |
| 30D | +2.9% | +19.2% | -16.3% | +2.7% |
| 3M | +3.3% | -1.0% | +4.3% | +3.5% |
| 6M | -16.9% | +15.2% | -32.1% | -17.3% |
| YTD | +21.2% | -13.1% | +34.3% | +22.8% |
| 1Y | +27.5% | -22.4% | +50.0% | +30.7% |
| 3Y | -6.4% | -35.3% | +28.9% | +0.6% |
| All | -6.4% | -35.1% | +28.7% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling