+155.3%
HBAN vs JCI
+348.5%
-193.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.5% | -0.7% |
| 7D | -1.0% | +0.7% | -1.7% | -1.5% |
| 30D | -5.6% | -4.4% | -1.2% | -2.9% |
| 3M | -1.1% | +1.7% | -2.8% | -3.1% |
| 6M | +9.9% | +8.8% | +1.1% | +1.8% |
| YTD | -0.9% | +22.6% | -23.6% | -16.1% |
| 1Y | -1.4% | +36.2% | -37.6% | -22.9% |
| 3Y | +78.2% | +168.0% | -89.8% | -16.6% |
| 5Y | +37.0% | +113.5% | -76.4% | -26.6% |
| All | +155.3% | +348.5% | -193.3% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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