+242.0%
COF vs HBAN
+163.4%
+78.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -5.1% | -1.0% | -4.1% | -4.4% |
| 30D | -6.0% | -5.6% | -0.4% | -1.5% |
| 3M | +14.8% | -1.1% | +16.0% | +15.5% |
| 6M | +15.3% | +9.9% | +5.5% | +6.1% |
| YTD | -13.0% | -0.9% | -12.1% | -13.1% |
| 1Y | -5.7% | -1.4% | -4.3% | -5.6% |
| 3Y | +118.1% | +78.2% | +39.9% | +34.0% |
| 5Y | +46.2% | +37.0% | +9.2% | +8.0% |
| All | +242.0% | +163.4% | +78.6% | +50.6% |
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