+155.3%
HBAN vs CP
+232.0%
-76.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.5% |
| 7D | -1.0% | -2.6% | +1.6% | +0.6% |
| 30D | -5.6% | -3.7% | -1.9% | -3.4% |
| 3M | -1.1% | +0.1% | -1.3% | -1.7% |
| 6M | +9.9% | +7.8% | +2.0% | +3.9% |
| YTD | -0.9% | +21.7% | -22.7% | -13.8% |
| 1Y | -1.4% | +18.6% | -20.0% | -12.8% |
| 3Y | +78.2% | +17.5% | +60.7% | +55.2% |
| 5Y | +37.0% | +35.4% | +1.7% | +6.6% |
| All | +155.3% | +232.0% | -76.7% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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