+74.7%
CSX vs HBAN
+78.2%
-3.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -3.4% | +0.7% | -4.0% | -3.6% |
| 30D | -3.1% | -3.2% | +0.2% | -1.9% |
| 3M | +7.2% | +4.0% | +3.2% | +5.1% |
| 6M | +16.2% | +3.1% | +13.0% | +14.1% |
| YTD | +37.5% | 0.0% | +37.5% | +36.1% |
| 1Y | +53.2% | -1.2% | +54.4% | +51.9% |
| All | +74.7% | +78.2% | -3.5% | +39.7% |
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 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