+153.3%
HBAN vs CPB
-45.5%
+198.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +1.0% |
| 7D | -1.9% | -5.4% | +3.4% | -1.4% |
| 30D | -5.9% | -7.8% | +2.0% | -5.2% |
| 3M | +0.2% | -6.9% | +7.2% | +0.8% |
| 6M | +6.6% | -12.2% | +18.8% | +7.7% |
| YTD | -1.7% | -21.1% | +19.4% | +0.2% |
| 1Y | -1.7% | -33.5% | +31.8% | +1.9% |
| 3Y | +74.9% | -43.2% | +118.1% | +83.2% |
| 5Y | +36.0% | -40.9% | +76.8% | +41.6% |
| All | +153.3% | -45.5% | +198.8% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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