+596.9%
HAL vs CRH
+6,101.6%
-5,504.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.4% |
| 7D | -1.3% | -3.6% | +2.3% | -0.2% |
| 30D | +10.9% | -10.8% | +21.7% | +15.1% |
| 3M | -5.8% | -13.5% | +7.6% | -1.9% |
| 6M | +8.1% | -15.4% | +23.5% | +12.4% |
| YTD | +33.2% | -27.6% | +60.8% | +45.7% |
| 1Y | +74.2% | -18.4% | +92.6% | +81.7% |
| 3Y | -3.7% | +72.5% | -76.2% | -24.1% |
| 5Y | +111.9% | +99.2% | +12.7% | +56.1% |
| 10Y | +7.4% | +257.0% | -249.7% | -31.7% |
| All | +596.9% | +6,101.6% | -5,504.7% | +230.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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