+33,471.1%
ORCL vs HBAN
+795.1%
+32,676.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +5.3% | +0.7% | +4.6% | +5.2% |
| 30D | +10.0% | -3.2% | +13.2% | +10.7% |
| 3M | -32.6% | +4.0% | -36.5% | -33.2% |
| 6M | +4.9% | +3.1% | +1.8% | +4.0% |
| YTD | -17.8% | 0.0% | -17.8% | -18.3% |
| 1Y | -28.0% | -1.2% | -26.8% | -28.6% |
| 3Y | +36.0% | +72.5% | -36.5% | +19.6% |
| 5Y | +88.7% | +39.3% | +49.4% | +70.6% |
| 10Y | +346.9% | +157.3% | +189.6% | +242.7% |
| All | +33,471.1% | +795.1% | +32,676.0% | +13,108.1% |
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