+36.0%
HBAN vs CG
+2.7%
+33.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.7% |
| 7D | -1.9% | -9.8% | +7.9% | +2.7% |
| 30D | -5.9% | -10.3% | +4.4% | -1.5% |
| 3M | +0.2% | -1.7% | +1.9% | 0.0% |
| 6M | +6.6% | -9.8% | +16.5% | +10.2% |
| YTD | -1.7% | -25.6% | +23.9% | +10.3% |
| 1Y | -1.7% | -32.5% | +30.8% | +14.9% |
| 3Y | +74.9% | +45.6% | +29.2% | +38.6% |
| 5Y | +36.0% | +3.7% | +32.3% | +15.8% |
| All | +36.0% | +2.7% | +33.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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