+518.0%
HAL vs CPB
+349.9%
+168.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.6% |
| 7D | -0.2% | -4.1% | +3.9% | +0.6% |
| 30D | +1.0% | +16.9% | -15.9% | -2.6% |
| 3M | -2.1% | -0.6% | -1.6% | -2.5% |
| 6M | -17.5% | +11.4% | -28.9% | -20.2% |
| YTD | +18.1% | -14.8% | +33.0% | +20.4% |
| 1Y | +19.7% | -24.8% | +44.5% | +25.3% |
| 3Y | -7.9% | -36.6% | +28.7% | -1.3% |
| 5Y | +53.1% | -33.3% | +86.4% | +60.3% |
| 10Y | -16.8% | -40.4% | +23.6% | -13.7% |
| All | +518.0% | +349.9% | +168.1% | +286.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling