+270.3%
ORCL vs HBAN
+102.9%
+167.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | +8.0% | +2.3% | +5.7% | +7.3% |
| 30D | -4.0% | +4.8% | -8.8% | -5.2% |
| 3M | -19.5% | -10.1% | -9.4% | -17.2% |
| 6M | -33.5% | +5.0% | -38.5% | -34.6% |
| YTD | -34.8% | -6.1% | -28.7% | -34.4% |
| 1Y | -41.6% | +4.6% | -46.2% | -43.2% |
| 3Y | +13.8% | +74.9% | -61.2% | -5.7% |
| 5Y | +43.4% | +21.4% | +21.9% | +28.6% |
| All | +270.3% | +102.9% | +167.4% | +194.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling