+10,269.8%
CSX vs HBAN
+742.9%
+9,526.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.5% |
| 7D | -0.3% | -1.1% | +0.8% | 0.0% |
| 30D | +8.7% | +3.1% | +5.6% | +7.9% |
| 3M | +4.2% | -9.8% | +14.0% | +6.7% |
| 6M | +16.7% | +1.4% | +15.3% | +15.9% |
| YTD | +44.5% | -5.8% | +50.3% | +45.8% |
| 1Y | +50.3% | +4.2% | +46.0% | +48.0% |
| 3Y | +76.3% | +74.9% | +1.4% | +52.7% |
| 5Y | +58.1% | +21.7% | +36.5% | +46.6% |
| 10Y | +416.4% | +106.1% | +310.3% | +314.0% |
| All | +10,269.8% | +742.9% | +9,526.9% | +4,707.5% |
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