+46.1%
ORCL vs HBAN
+24.5%
+21.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.6% | +8.7% |
| 7D | +3.8% | -1.1% | +4.9% | +4.1% |
| 30D | -6.6% | +3.1% | -9.7% | -7.3% |
| 3M | -11.4% | -9.8% | -1.7% | -9.1% |
| 6M | -33.3% | +1.4% | -34.7% | -33.8% |
| YTD | -33.3% | -5.8% | -27.5% | -33.0% |
| 1Y | -44.9% | +4.2% | -49.1% | -46.4% |
| 3Y | +17.6% | +74.9% | -57.3% | -2.3% |
| 5Y | +46.1% | +21.7% | +24.4% | +29.8% |
| All | +46.1% | +24.5% | +21.6% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling