+25,808.1%
CAT vs HBAN
+795.1%
+25,013.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +1.7% | +0.7% | +1.1% | +1.5% |
| 30D | -6.6% | -3.2% | -3.3% | -5.7% |
| 3M | -13.3% | +4.0% | -17.2% | -14.3% |
| 6M | +11.6% | +3.1% | +8.5% | +10.7% |
| YTD | +42.9% | 0.0% | +42.9% | +42.6% |
| 1Y | +95.4% | -1.2% | +96.6% | +95.2% |
| 3Y | +196.6% | +72.5% | +124.1% | +155.5% |
| 5Y | +321.7% | +39.3% | +282.4% | +279.8% |
| 10Y | +1,140.8% | +157.3% | +983.5% | +849.1% |
| All | +25,808.1% | +795.1% | +25,013.0% | +10,121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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