+1,980.9%
CLS vs HBAN
+21.1%
+1,959.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.7% |
| 7D | +16.3% | +2.3% | +14.0% | +15.0% |
| 30D | -25.7% | +4.8% | -30.4% | -27.5% |
| 3M | -30.9% | -10.1% | -20.8% | -27.1% |
| 6M | -35.5% | +5.0% | -40.5% | -37.8% |
| YTD | -18.7% | -6.1% | -12.6% | -17.4% |
| 1Y | -17.9% | +4.6% | -22.5% | -21.5% |
| 3Y | +838.1% | +74.9% | +763.2% | +597.2% |
| All | +1,980.9% | +21.1% | +1,959.8% | +1,660.1% |
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