+155.3%
HBAN vs CNC
+99.9%
+55.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -1.0% | -0.9% | -0.1% | -0.8% |
| 30D | -5.6% | -1.0% | -4.6% | -5.5% |
| 3M | -1.1% | +4.5% | -5.7% | -2.3% |
| 6M | +9.9% | +85.2% | -75.3% | -4.5% |
| YTD | -0.9% | +61.4% | -62.4% | -12.2% |
| 1Y | -1.4% | +94.9% | -96.3% | -16.8% |
| 3Y | +78.2% | 0.0% | +78.2% | +65.9% |
| 5Y | +37.0% | +11.2% | +25.8% | +20.5% |
| All | +155.3% | +99.9% | +55.4% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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