-70.9%
USO vs HBAN
+45.9%
-116.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +5.5% |
| 7D | +11.5% | -1.9% | +13.4% | +11.7% |
| 30D | +24.1% | -5.9% | +30.0% | +25.0% |
| 3M | +17.9% | +0.2% | +17.7% | +17.6% |
| 6M | +49.6% | +6.6% | +43.0% | +47.6% |
| YTD | +129.0% | -1.7% | +130.7% | +127.8% |
| 1Y | +112.0% | -1.7% | +113.7% | +110.7% |
| 3Y | +102.3% | +74.9% | +27.4% | +85.2% |
| 5Y | +224.5% | +36.0% | +188.6% | +203.2% |
| 10Y | +86.9% | +156.9% | -70.0% | +59.3% |
| All | -70.9% | +45.9% | -116.8% | -78.3% |
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