+639.5%
CEG vs HBAN
+19.2%
+620.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.9% |
| 7D | +8.0% | +0.7% | +7.4% | +7.8% |
| 30D | +12.9% | -3.2% | +16.2% | +14.0% |
| 3M | +13.2% | +4.0% | +9.2% | +11.6% |
| 6M | -7.0% | +3.1% | -10.1% | -8.2% |
| YTD | -15.0% | 0.0% | -15.0% | -15.9% |
| 1Y | -2.7% | -1.2% | -1.5% | -3.6% |
| 3Y | +184.1% | +72.5% | +111.6% | +139.5% |
| All | +639.5% | +19.2% | +620.3% | +512.8% |
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