+24.5%
COP vs HBAN
+71.9%
-47.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | -0.5% | -1.5% | +1.0% | -0.1% |
| 30D | +11.7% | -5.5% | +17.2% | +13.5% |
| 3M | +17.7% | -0.2% | +17.9% | +17.2% |
| 6M | +18.3% | +5.2% | +13.2% | +15.2% |
| YTD | +49.1% | -2.3% | +51.4% | +48.3% |
| 1Y | +53.3% | -2.2% | +55.5% | +52.1% |
| All | +24.5% | +71.9% | -47.5% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling