+4,492.0%
COP vs HBAN
+795.1%
+3,696.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +3.0% | +0.7% | +2.3% | +2.8% |
| 30D | +17.5% | -3.2% | +20.7% | +18.2% |
| 3M | +13.4% | +4.0% | +9.4% | +12.1% |
| 6M | +17.7% | +3.1% | +14.6% | +16.3% |
| YTD | +46.6% | 0.0% | +46.5% | +45.4% |
| 1Y | +44.6% | -1.2% | +45.8% | +43.7% |
| 3Y | +20.7% | +72.5% | -51.8% | +5.7% |
| 5Y | +185.0% | +39.3% | +145.7% | +158.0% |
| 10Y | +347.0% | +157.3% | +189.7% | +262.8% |
| All | +4,492.0% | +795.1% | +3,696.9% | +2,576.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling