+4,419.1%
XOM vs HBAN
+779.3%
+3,639.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +1.9% | -1.9% | +3.8% | +2.2% |
| 30D | +4.1% | -5.9% | +9.9% | +5.1% |
| 3M | +10.4% | +0.2% | +10.2% | +10.2% |
| 6M | +13.0% | +6.6% | +6.4% | +11.2% |
| YTD | +40.1% | -1.7% | +41.8% | +39.5% |
| 1Y | +51.1% | -1.7% | +52.8% | +50.4% |
| 3Y | +57.7% | +74.9% | -17.2% | +40.8% |
| 5Y | +264.7% | +36.0% | +228.8% | +235.8% |
| 10Y | +193.1% | +156.9% | +36.2% | +143.0% |
| All | +4,419.1% | +779.3% | +3,639.7% | +2,793.7% |
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