+35.2%
HBAN vs CPRT
-8.8%
+44.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | -0.1% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | -5.5% | +8.2% | -13.8% | -9.1% |
| 3M | -0.2% | +2.3% | -2.5% | -2.2% |
| 6M | +5.2% | -14.7% | +19.9% | +11.8% |
| YTD | -2.3% | -18.2% | +15.9% | +5.5% |
| 1Y | -2.2% | -33.4% | +31.2% | +16.4% |
| 3Y | +73.8% | -28.3% | +102.2% | +96.1% |
| 5Y | +35.2% | -9.8% | +45.1% | +28.8% |
| All | +35.2% | -8.8% | +44.0% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 5y: compounded portfolio wealth divided by compounded CPRT 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…
5y analysis · Full analysis span regression · 6 months rolling