+106.1%
HBAN vs CSGP
+65.4%
+40.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.1% | -7.1% | +6.0% | +1.1% |
| 30D | +3.1% | +3.6% | -0.5% | +1.0% |
| 3M | -9.8% | -2.7% | -7.0% | -10.4% |
| 6M | +1.4% | -8.0% | +9.4% | +1.6% |
| YTD | -5.8% | -55.0% | +49.2% | +18.4% |
| 1Y | +4.2% | -55.8% | +60.0% | +31.7% |
| 3Y | +74.9% | -62.0% | +136.9% | +128.7% |
| 5Y | +21.7% | -62.9% | +84.6% | +55.9% |
| 10Y | +106.1% | +62.6% | +43.4% | +85.8% |
| All | +106.1% | +65.4% | +40.6% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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