+5.6%
CVS vs HBAN
+9.1%
-3.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.3% | -13.8% | -12.6% |
| 7D | -11.1% | +2.3% | -13.4% | -11.3% |
| 30D | -7.4% | +5.0% | -12.5% | -8.0% |
| 3M | -22.9% | -7.6% | -15.2% | -22.4% |
| 6M | -1.2% | +1.3% | -2.5% | -0.7% |
| YTD | +3.9% | -4.7% | +8.6% | +2.4% |
| 1Y | +5.6% | +9.2% | -3.7% | +3.6% |
| All | +5.6% | +9.1% | -3.5% | +3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling