+4,224.1%
KO vs HBAN
+779.3%
+3,444.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -1.1% | -1.9% | +0.8% | -0.9% |
| 30D | +1.6% | -5.9% | +7.4% | +2.2% |
| 3M | +5.8% | +0.2% | +5.5% | +5.7% |
| 6M | +14.3% | +6.6% | +7.6% | +13.3% |
| YTD | +27.3% | -1.7% | +29.0% | +27.2% |
| 1Y | +33.2% | -1.7% | +34.9% | +32.9% |
| 3Y | +64.5% | +74.9% | -10.4% | +52.8% |
| 5Y | +83.1% | +36.0% | +47.2% | +72.9% |
| 10Y | +183.9% | +156.9% | +27.0% | +145.4% |
| All | +4,224.1% | +779.3% | +3,444.8% | +2,343.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 all: compounded portfolio wealth divided by compounded HBAN 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…
all analysis · Full analysis span regression · 6 months rolling