+1,047.3%
XLE vs HBAN
+74.0%
+973.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +5.4% | +2.3% | +3.2% | +4.9% |
| 30D | -3.9% | +4.8% | -8.7% | -5.0% |
| 3M | +7.0% | -10.1% | +17.1% | +9.4% |
| 6M | +14.2% | +5.0% | +9.2% | +12.5% |
| YTD | +48.2% | -6.1% | +54.3% | +48.9% |
| 1Y | +47.7% | +4.6% | +43.1% | +44.8% |
| 3Y | +70.0% | +74.9% | -4.9% | +47.2% |
| 5Y | +169.1% | +21.4% | +147.7% | +148.9% |
| 10Y | +180.7% | +105.3% | +75.5% | +132.5% |
| All | +1,047.3% | +74.0% | +973.3% | +702.7% |
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