+392.8%
HL vs CNC
+1.2%
+391.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | -4.4% | -0.9% | -3.4% | -4.3% |
| 30D | +9.3% | -1.0% | +10.3% | +9.3% |
| 3M | +32.0% | +4.5% | +27.4% | +31.8% |
| 6M | -6.4% | +85.2% | -91.7% | -8.7% |
| YTD | +3.1% | +61.4% | -58.3% | +1.5% |
| 1Y | +77.6% | +94.9% | -17.3% | +73.5% |
| 3Y | +392.8% | 0.0% | +392.8% | +410.9% |
| All | +392.8% | +1.2% | +391.6% | +410.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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