+37.2%
HBAN vs CB
+98.8%
-61.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -0.8% |
| 7D | +2.1% | -0.6% | +2.7% | +2.4% |
| 30D | -4.5% | -3.9% | -0.6% | -2.4% |
| 3M | +2.6% | +4.9% | -2.4% | -1.2% |
| 6M | +4.7% | +3.3% | +1.5% | +1.7% |
| YTD | -1.5% | +8.5% | -10.0% | -7.5% |
| 1Y | -1.9% | +22.1% | -24.0% | -14.6% |
| 3Y | +75.2% | +70.1% | +5.1% | +14.6% |
| 5Y | +37.2% | +97.4% | -60.2% | -21.1% |
| All | +37.2% | +98.8% | -61.7% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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