+78.2%
HBAN vs CRS
+612.2%
-534.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | -1.0% | -6.8% | +5.8% | +0.7% |
| 30D | -5.6% | -16.1% | +10.5% | -1.6% |
| 3M | -1.1% | -21.2% | +20.0% | +4.1% |
| 6M | +9.9% | +8.7% | +1.2% | +5.8% |
| YTD | -0.9% | +41.0% | -41.9% | -11.4% |
| 1Y | -1.4% | +82.7% | -84.1% | -19.0% |
| 3Y | +78.2% | +604.8% | -526.6% | +1.2% |
| All | +78.2% | +612.2% | -534.0% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 3y: compounded portfolio wealth divided by compounded CRS 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…
3y analysis · Full analysis span regression · 6 months rolling