+24,937.0%
ORCL vs HBAN
+740.8%
+24,196.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -16.6% | +3.4% | -20.0% | -17.1% |
| 3M | -21.6% | -9.1% | -12.5% | -20.1% |
| 6M | -39.4% | +0.1% | -39.5% | -39.5% |
| YTD | -38.7% | -6.0% | -32.6% | -38.3% |
| 1Y | -50.4% | +4.0% | -54.4% | -51.2% |
| 3Y | +8.1% | +74.5% | -66.4% | -5.1% |
| 5Y | +34.5% | +24.3% | +10.2% | +24.4% |
| 10Y | +246.0% | +107.3% | +138.7% | +176.8% |
| All | +24,937.0% | +740.8% | +24,196.2% | +9,867.7% |
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