+379.9%
CSCO vs HBAN
+163.4%
+216.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +4.1% |
| 7D | +2.7% | -1.0% | +3.7% | +3.0% |
| 30D | -9.5% | -5.6% | -3.9% | -7.9% |
| 3M | -7.6% | -1.1% | -6.5% | -7.5% |
| 6M | +44.9% | +9.9% | +35.0% | +40.2% |
| YTD | +47.7% | -0.9% | +48.6% | +47.1% |
| 1Y | +69.1% | -1.4% | +70.5% | +68.2% |
| 3Y | +113.5% | +78.2% | +35.3% | +74.3% |
| 5Y | +122.8% | +37.0% | +85.7% | +92.1% |
| All | +379.9% | +163.4% | +216.5% | +237.7% |
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