+1,024.7%
XLE vs HBAN
+85.4%
+939.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +2.2% | +0.7% | +1.6% | +2.0% |
| 30D | +11.8% | -3.2% | +15.0% | +12.6% |
| 3M | +9.8% | +4.0% | +5.9% | +8.6% |
| 6M | +15.6% | +3.1% | +12.4% | +14.1% |
| YTD | +45.3% | 0.0% | +45.2% | +44.1% |
| 1Y | +48.3% | -1.2% | +49.5% | +47.3% |
| 3Y | +55.4% | +72.5% | -17.0% | +35.0% |
| 5Y | +216.1% | +39.3% | +176.8% | +183.9% |
| 10Y | +178.4% | +157.3% | +21.1% | +121.2% |
| All | +1,024.7% | +85.4% | +939.3% | +676.6% |
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