+155.3%
HBAN vs LYB
+48.3%
+107.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | -5.6% | +2.5% | -8.1% | -7.1% |
| 3M | -1.1% | +1.4% | -2.5% | -3.0% |
| 6M | +9.9% | -3.5% | +13.4% | +6.6% |
| YTD | -0.9% | +52.0% | -52.9% | -27.2% |
| 1Y | -1.4% | +22.1% | -23.5% | -18.7% |
| 3Y | +78.2% | -22.8% | +101.0% | +88.0% |
| 5Y | +37.0% | -3.4% | +40.4% | +23.7% |
| All | +155.3% | +48.3% | +107.0% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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