+55.4%
CVS vs HBAN
+73.0%
-17.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -2.0% | -1.9% | 0.0% | -1.6% |
| 30D | +1.9% | -5.9% | +7.8% | +3.2% |
| 3M | -2.2% | +0.2% | -2.4% | -2.3% |
| 6M | +26.7% | +6.6% | +20.1% | +24.7% |
| YTD | +22.9% | -1.7% | +24.6% | +22.4% |
| 1Y | +32.9% | -1.7% | +34.6% | +32.3% |
| All | +55.4% | +73.0% | -17.6% | +31.0% |
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 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