+559.7%
XLP vs HBAN
+74.2%
+485.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +2.3% | -0.1% | +2.5% | +2.4% |
| 30D | +9.1% | +3.4% | +5.7% | +8.7% |
| 3M | +7.9% | -9.1% | +17.0% | +8.9% |
| 6M | +9.6% | +0.1% | +9.5% | +9.4% |
| YTD | +19.4% | -6.0% | +25.5% | +19.9% |
| 1Y | +22.4% | +4.0% | +18.3% | +21.5% |
| 3Y | +43.2% | +74.5% | -31.3% | +33.3% |
| 5Y | +42.6% | +24.3% | +18.2% | +36.2% |
| 10Y | +135.4% | +107.3% | +28.1% | +107.6% |
| All | +559.7% | +74.2% | +485.5% | +415.4% |
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