-89.7%
CDE vs HBAN
+786.2%
-875.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | +9.5% | -5.6% | +15.1% | +10.3% |
| 3M | +25.5% | -1.1% | +26.6% | +25.7% |
| 6M | -7.9% | +9.9% | -17.8% | -8.9% |
| YTD | +15.6% | -0.9% | +16.5% | +15.6% |
| 1Y | +34.0% | -1.4% | +35.4% | +34.0% |
| 3Y | +791.9% | +78.2% | +713.7% | +728.0% |
| 5Y | +197.7% | +37.0% | +160.7% | +183.5% |
| 10Y | +55.0% | +158.9% | -103.9% | +34.0% |
| All | -89.7% | +786.2% | -875.9% | -89.4% |
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