+213.1%
USO vs HBAN
+35.2%
+177.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | +9.1% | -1.0% | +10.1% | +9.2% |
| 30D | +21.7% | -5.6% | +27.3% | +22.3% |
| 3M | +20.2% | -1.1% | +21.4% | +20.1% |
| 6M | +43.4% | +9.9% | +33.5% | +40.8% |
| YTD | +124.0% | -0.9% | +124.9% | +123.1% |
| 1Y | +112.2% | -1.4% | +113.6% | +111.3% |
| 3Y | +97.7% | +78.2% | +19.4% | +75.0% |
| All | +213.1% | +35.2% | +177.9% | +181.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling