+2,543.2%
SHEL vs HBAN
+779.3%
+1,763.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +3.9% | -1.9% | +5.9% | +4.3% |
| 30D | +7.0% | -5.9% | +12.8% | +8.1% |
| 3M | +12.5% | +0.2% | +12.2% | +12.2% |
| 6M | +14.8% | +6.6% | +8.1% | +12.9% |
| YTD | +34.2% | -1.7% | +35.9% | +33.7% |
| 1Y | +37.0% | -1.7% | +38.7% | +36.3% |
| 3Y | +70.9% | +74.9% | -4.0% | +50.8% |
| 5Y | +192.5% | +36.0% | +156.6% | +167.1% |
| 10Y | +208.5% | +156.9% | +51.6% | +150.6% |
| All | +2,543.2% | +779.3% | +1,763.8% | +1,333.3% |
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