+496.7%
CSX vs HBAN
+154.3%
+342.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -0.6% | -1.5% | +0.9% | 0.0% |
| 30D | -3.2% | -5.5% | +2.3% | -1.0% |
| 3M | +2.6% | -0.2% | +2.8% | +2.3% |
| 6M | +19.8% | +5.2% | +14.7% | +16.7% |
| YTD | +34.7% | -2.3% | +37.0% | +34.6% |
| 1Y | +52.1% | -2.2% | +54.3% | +51.6% |
| 3Y | +68.4% | +73.8% | -5.4% | +29.9% |
| 5Y | +65.1% | +35.2% | +29.9% | +36.4% |
| 10Y | +496.7% | +155.4% | +341.3% | +272.7% |
| All | +496.7% | +154.3% | +342.4% | +272.7% |
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