+41.0%
CLS vs HBAN
-1.2%
+42.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.4% |
| 7D | +10.9% | -1.0% | +11.9% | +11.2% |
| 30D | +2.1% | -5.6% | +7.7% | +3.6% |
| 3M | -10.2% | -1.1% | -9.0% | -10.0% |
| 6M | +30.4% | +9.9% | +20.5% | +27.3% |
| YTD | +17.2% | -0.9% | +18.2% | +16.0% |
| 1Y | +41.0% | -1.4% | +42.4% | +29.3% |
| All | +41.0% | -1.2% | +42.2% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling