+49.9%
XLE vs HBAN
+9.1%
+40.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -6.0% | -4.7% |
| 7D | -7.2% | +2.3% | -9.5% | -7.1% |
| 30D | +0.1% | +5.0% | -4.9% | +0.2% |
| 3M | +9.2% | -7.6% | +16.8% | +9.0% |
| 6M | +8.4% | +1.3% | +7.1% | +8.5% |
| YTD | +44.9% | -4.7% | +49.6% | +44.6% |
| 1Y | +49.9% | +9.2% | +40.6% | +41.8% |
| All | +49.9% | +9.1% | +40.8% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling