+0.4%
CCL vs HBAN
+35.4%
-35.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.5% |
| 7D | -4.3% | -1.9% | -2.4% | -2.7% |
| 30D | -19.0% | -5.9% | -13.1% | -14.6% |
| 3M | -13.1% | +0.2% | -13.3% | -13.5% |
| 6M | -13.3% | +6.6% | -19.9% | -17.8% |
| YTD | -25.2% | -1.7% | -23.5% | -24.8% |
| 1Y | -27.2% | -1.7% | -25.5% | -27.0% |
| 3Y | +49.2% | +74.9% | -25.7% | -8.8% |
| 5Y | +0.4% | +36.0% | -35.6% | -26.9% |
| All | +0.4% | +35.4% | -35.1% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling