+789.5%
HBAN vs CPB
+325.7%
+463.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.9% |
| 7D | +0.7% | -8.6% | +9.2% | +3.3% |
| 30D | -3.2% | -7.2% | +4.0% | -1.3% |
| 3M | +4.0% | +0.9% | +3.1% | +3.0% |
| 6M | +3.1% | -11.8% | +15.0% | +6.2% |
| YTD | 0.0% | -19.4% | +19.5% | +5.4% |
| 1Y | -1.2% | -30.4% | +29.2% | +8.6% |
| 3Y | +72.5% | -40.2% | +112.6% | +94.6% |
| 5Y | +39.3% | -39.5% | +78.8% | +54.2% |
| 10Y | +157.3% | -47.4% | +204.7% | +179.0% |
| All | +789.5% | +325.7% | +463.8% | +425.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling