+3,419.7%
CLS vs HBAN
+78.3%
+3,341.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.6% | +7.2% | +6.0% |
| 7D | +12.8% | +2.1% | +10.7% | +12.1% |
| 30D | +3.8% | -4.5% | +8.3% | +5.0% |
| 3M | -14.6% | +2.6% | -17.2% | -15.3% |
| 6M | +32.2% | +4.7% | +27.5% | +30.6% |
| YTD | +11.6% | -1.5% | +13.2% | +11.6% |
| 1Y | +35.1% | -1.9% | +37.0% | +34.7% |
| 3Y | +1,312.5% | +75.2% | +1,237.3% | +1,131.6% |
| 5Y | +3,542.1% | +37.2% | +3,504.9% | +3,233.7% |
| 10Y | +2,944.0% | +156.6% | +2,787.4% | +2,296.5% |
| All | +3,419.7% | +78.3% | +3,341.4% | +1,932.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling