+24.3%
HBAN vs CB
+103.6%
-79.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.4% |
| 7D | -0.1% | +0.7% | -0.8% | -0.5% |
| 30D | +3.4% | +8.2% | -4.8% | -1.1% |
| 3M | -9.1% | +6.3% | -15.4% | -12.3% |
| 6M | +0.1% | +16.2% | -16.1% | -9.2% |
| YTD | -6.0% | +19.3% | -25.4% | -16.4% |
| 1Y | +4.0% | +29.2% | -25.2% | -12.1% |
| 3Y | +74.5% | +71.4% | +3.0% | +15.9% |
| 5Y | +24.3% | +104.2% | -79.9% | -31.7% |
| All | +24.3% | +103.6% | -79.3% | -31.7% |
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