+60.5%
XOM vs HBAN
+74.3%
-13.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +4.1% | -1.0% | +5.1% | +4.3% |
| 30D | +4.6% | -5.6% | +10.2% | +5.6% |
| 3M | +14.0% | -1.1% | +15.1% | +13.9% |
| 6M | +11.0% | +9.9% | +1.1% | +8.1% |
| YTD | +40.7% | -0.9% | +41.7% | +40.0% |
| 1Y | +52.3% | -1.4% | +53.7% | +51.5% |
| 3Y | +60.5% | +78.2% | -17.8% | +34.8% |
| All | +60.5% | +74.3% | -13.9% | +34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling