+115.8%
FCX vs HBAN
+35.2%
+80.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | -2.3% | -1.0% | -1.3% | -1.8% |
| 30D | +2.7% | -5.6% | +8.3% | +6.0% |
| 3M | +7.4% | -1.1% | +8.5% | +7.5% |
| 6M | +16.0% | +9.9% | +6.1% | +9.1% |
| YTD | +40.9% | -0.9% | +41.9% | +39.5% |
| 1Y | +56.4% | -1.4% | +57.8% | +54.6% |
| 3Y | +84.2% | +78.2% | +6.0% | +23.1% |
| All | +115.8% | +35.2% | +80.6% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling