+1,365.9%
OXY vs HBAN
+779.3%
+586.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +1.4% | -1.9% | +3.3% | +1.9% |
| 30D | +4.0% | -5.9% | +9.9% | +5.6% |
| 3M | +7.6% | +0.2% | +7.4% | +7.2% |
| 6M | +16.2% | +6.6% | +9.6% | +13.3% |
| YTD | +50.8% | -1.7% | +52.5% | +49.7% |
| 1Y | +34.7% | -1.7% | +36.4% | +33.6% |
| 3Y | -1.0% | +74.9% | -75.9% | -16.3% |
| 5Y | +163.2% | +36.0% | +127.2% | +134.0% |
| 10Y | +5.5% | +156.9% | -151.4% | -14.4% |
| All | +1,365.9% | +779.3% | +586.5% | +750.2% |
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