+604.3%
CEG vs HBAN
+18.0%
+586.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -4.8% | -1.0% | -3.8% | -4.5% |
| 30D | +2.3% | -5.6% | +7.9% | +4.0% |
| 3M | +15.6% | -1.1% | +16.7% | +15.7% |
| 6M | -5.0% | +9.9% | -14.9% | -7.9% |
| YTD | -19.0% | -0.9% | -18.1% | -19.6% |
| 1Y | -10.0% | -1.4% | -8.6% | -10.7% |
| 3Y | +163.9% | +78.2% | +85.7% | +120.9% |
| All | +604.3% | +18.0% | +586.3% | +485.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling