+62.5%
HBAN vs CLBK
+65.5%
-3.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | -1.5% | +0.5% | 0.0% |
| 30D | -5.6% | -1.0% | -4.6% | -5.0% |
| 3M | -1.1% | +22.9% | -24.1% | -14.9% |
| 6M | +9.9% | +44.2% | -34.3% | -15.5% |
| YTD | -0.9% | +64.0% | -64.9% | -30.7% |
| 1Y | -1.4% | +65.7% | -67.1% | -32.0% |
| 3Y | +78.2% | +54.1% | +24.2% | +24.1% |
| 5Y | +37.0% | +44.7% | -7.7% | -9.6% |
| All | +62.5% | +65.5% | -3.0% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling