+607.3%
CEG vs HBAN
+17.1%
+590.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | +0.3% | -1.9% | +2.3% | +0.9% |
| 30D | +2.9% | -5.9% | +8.7% | +4.6% |
| 3M | +18.2% | +0.2% | +18.0% | +17.8% |
| 6M | -9.5% | +6.6% | -16.2% | -11.5% |
| YTD | -18.7% | -1.7% | -17.0% | -19.1% |
| 1Y | -10.1% | -1.7% | -8.4% | -10.9% |
| 3Y | +168.3% | +74.9% | +93.5% | +125.7% |
| All | +607.3% | +17.1% | +590.2% | +489.1% |
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