+11,258.0%
LMT vs HBAN
+774.1%
+10,484.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -1.3% | -1.5% | +0.1% | -1.1% |
| 30D | -12.5% | -5.5% | -7.0% | -11.9% |
| 3M | -0.5% | -0.2% | -0.2% | -0.5% |
| 6M | -20.0% | +5.2% | -25.2% | -20.7% |
| YTD | +10.4% | -2.3% | +12.7% | +10.3% |
| 1Y | +17.7% | -2.2% | +19.9% | +17.5% |
| 3Y | +34.3% | +73.8% | -39.6% | +22.9% |
| 5Y | +71.8% | +35.2% | +36.6% | +60.2% |
| 10Y | +187.0% | +155.4% | +31.6% | +140.5% |
| All | +11,258.0% | +774.1% | +10,484.0% | +6,535.1% |
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