+68.3%
HAL vs CTVA
+22.4%
+45.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +2.9% | +4.9% | -2.0% | +2.2% |
| 30D | +17.0% | +11.9% | +5.1% | +15.1% |
| 3M | -9.7% | +13.7% | -23.3% | -12.9% |
| 6M | +8.6% | +13.1% | -4.5% | +4.8% |
| YTD | +33.0% | +32.0% | +1.0% | +23.7% |
| 1Y | +68.3% | +22.1% | +46.2% | +53.0% |
| All | +68.3% | +22.4% | +45.9% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling