+10,105.9%
CSX vs HBAN
+740.8%
+9,365.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +8.1% | +3.4% | +4.7% | +7.2% |
| 3M | +2.2% | -9.1% | +11.3% | +4.4% |
| 6M | +14.6% | +0.1% | +14.5% | +14.2% |
| YTD | +42.2% | -6.0% | +48.2% | +43.5% |
| 1Y | +47.3% | +4.0% | +43.3% | +45.2% |
| 3Y | +73.5% | +74.5% | -0.9% | +50.4% |
| 5Y | +54.1% | +24.3% | +29.8% | +42.1% |
| 10Y | +409.0% | +107.3% | +301.7% | +307.6% |
| All | +10,105.9% | +740.8% | +9,365.1% | +4,634.3% |
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