+3,154.0%
CLS vs HBAN
+163.4%
+2,990.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.2% |
| 7D | +10.9% | -1.0% | +11.9% | +11.5% |
| 30D | +2.1% | -5.6% | +7.7% | +5.1% |
| 3M | -10.2% | -1.1% | -9.0% | -10.0% |
| 6M | +30.4% | +9.9% | +20.5% | +23.7% |
| YTD | +17.2% | -0.9% | +18.2% | +16.3% |
| 1Y | +41.0% | -1.4% | +42.4% | +39.3% |
| 3Y | +1,338.0% | +78.2% | +1,259.8% | +953.5% |
| 5Y | +3,860.6% | +37.0% | +3,823.6% | +3,095.8% |
| All | +3,154.0% | +163.4% | +2,990.5% | +1,893.0% |
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