+48.2%
CVX vs HBAN
+74.3%
-26.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +2.6% | -1.0% | +3.6% | +2.9% |
| 30D | +9.8% | -5.6% | +15.4% | +11.3% |
| 3M | +16.2% | -1.1% | +17.4% | +16.2% |
| 6M | +13.6% | +9.9% | +3.7% | +9.8% |
| YTD | +44.4% | -0.9% | +45.3% | +43.3% |
| 1Y | +40.6% | -1.4% | +42.0% | +39.5% |
| 3Y | +48.2% | +78.2% | -30.0% | +16.4% |
| All | +48.2% | +74.3% | -26.1% | +16.4% |
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