-6.4%
HAL vs CPRT
-34.3%
+27.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +6.1% | -0.4% | +6.5% | +6.2% |
| 30D | +2.9% | +21.2% | -18.3% | -0.9% |
| 3M | +3.3% | +8.3% | -5.0% | +1.4% |
| 6M | -16.9% | -3.4% | -13.5% | -16.4% |
| YTD | +21.2% | -18.7% | +39.9% | +28.1% |
| 1Y | +27.5% | -23.5% | +51.1% | +37.6% |
| 3Y | -6.4% | -34.2% | +27.7% | +9.1% |
| All | -6.4% | -34.3% | +27.9% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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