+143.7%
XLC vs HBAN
+59.0%
+84.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +0.5% | -1.0% | +1.5% | +0.8% |
| 30D | +2.1% | -5.6% | +7.7% | +3.8% |
| 3M | +0.7% | -1.1% | +1.8% | +0.9% |
| 6M | -3.2% | +9.9% | -13.1% | -6.0% |
| YTD | -3.8% | -0.9% | -2.8% | -4.2% |
| 1Y | -2.0% | -1.4% | -0.6% | -2.6% |
| 3Y | +71.4% | +78.2% | -6.9% | +41.3% |
| 5Y | +40.7% | +37.0% | +3.7% | +22.6% |
| All | +143.7% | +59.0% | +84.7% | +88.2% |
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