+6.4%
OXY vs HBAN
+163.4%
-157.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | 0.0% |
| 7D | +2.8% | -1.0% | +3.8% | +3.5% |
| 30D | +5.5% | -5.6% | +11.1% | +9.2% |
| 3M | +11.3% | -1.1% | +12.5% | +11.1% |
| 6M | +11.6% | +9.9% | +1.7% | +2.1% |
| YTD | +51.6% | -0.9% | +52.5% | +47.0% |
| 1Y | +36.2% | -1.4% | +37.6% | +31.8% |
| 3Y | +1.7% | +78.2% | -76.5% | -39.3% |
| 5Y | +164.5% | +37.0% | +127.5% | +76.0% |
| All | +6.4% | +163.4% | -157.0% | -46.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling