+552.8%
XLP vs HBAN
+70.1%
+482.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | +0.7% | -2.0% | +2.7% | +1.0% |
| 30D | +10.3% | +2.0% | +8.3% | +10.0% |
| 3M | +6.5% | -10.0% | +16.5% | +7.7% |
| 6M | +8.4% | -5.3% | +13.6% | +8.9% |
| YTD | +18.2% | -8.2% | +26.4% | +18.9% |
| 1Y | +22.4% | +4.2% | +18.2% | +21.5% |
| 3Y | +41.9% | +66.7% | -24.8% | +32.8% |
| 5Y | +40.9% | +21.7% | +19.1% | +34.9% |
| 10Y | +128.4% | +131.2% | -2.8% | +99.2% |
| All | +552.8% | +70.1% | +482.7% | +411.3% |
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