-1.7%
HBAN vs CAPR
+26.9%
-28.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.6% |
| 7D | -1.9% | -10.6% | +8.6% | -1.8% |
| 30D | -5.9% | +111.2% | -117.0% | -6.6% |
| 3M | +0.2% | -67.2% | +67.5% | +0.6% |
| 6M | +6.6% | -75.1% | +81.8% | +7.3% |
| YTD | -1.7% | -71.2% | +69.5% | -1.3% |
| 1Y | -1.7% | +31.1% | -32.8% | -3.7% |
| All | -1.7% | +26.9% | -28.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling