+3,616.8%
CLS vs HBAN
+35.4%
+3,581.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.8% |
| 7D | +5.0% | -1.9% | +6.9% | +6.0% |
| 30D | +4.8% | -5.9% | +10.6% | +8.2% |
| 3M | -10.4% | +0.2% | -10.6% | -10.8% |
| 6M | +20.8% | +6.6% | +14.2% | +16.0% |
| YTD | +10.0% | -1.7% | +11.7% | +9.3% |
| 1Y | +28.5% | -1.7% | +30.2% | +26.9% |
| 3Y | +1,292.2% | +74.9% | +1,217.3% | +925.5% |
| 5Y | +3,616.8% | +36.0% | +3,580.8% | +2,755.9% |
| All | +3,616.8% | +35.4% | +3,581.4% | +2,755.9% |
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