+40.0%
CVS vs HBAN
+163.4%
-123.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.9% |
| 7D | -2.2% | -1.0% | -1.2% | -1.9% |
| 30D | -0.1% | -5.6% | +5.5% | +1.6% |
| 3M | -5.2% | -1.1% | -4.1% | -5.0% |
| 6M | +26.9% | +9.9% | +17.0% | +22.9% |
| YTD | +22.1% | -0.9% | +23.0% | +21.3% |
| 1Y | +30.8% | -1.4% | +32.2% | +29.8% |
| 3Y | +54.4% | +78.2% | -23.8% | +25.0% |
| 5Y | +33.4% | +37.0% | -3.7% | +13.9% |
| All | +40.0% | +163.4% | -123.4% | -9.0% |
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