+1,878.9%
CVS vs HBAN
+774.1%
+1,104.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.9% | -1.5% | -0.4% | -1.7% |
| 30D | -0.3% | -5.5% | +5.2% | +0.6% |
| 3M | -1.1% | -0.2% | -0.9% | -1.1% |
| 6M | +23.7% | +5.2% | +18.6% | +22.5% |
| YTD | +23.0% | -2.3% | +25.3% | +22.9% |
| 1Y | +37.2% | -2.2% | +39.3% | +36.8% |
| 3Y | +62.4% | +73.8% | -11.4% | +46.6% |
| 5Y | +31.8% | +35.2% | -3.4% | +22.3% |
| 10Y | +41.9% | +155.4% | -113.5% | +17.0% |
| All | +1,878.9% | +774.1% | +1,104.9% | +833.0% |
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 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