OBT vs. EXPO
OBT (Orange County Bancorp, Inc.) and EXPO (Exponent, Inc.) are both stocks. OBT operates in Banks - Regional (Financial Services), while EXPO operates in Consulting Services (Industrials). Over the past 10 years, OBT returned 14.64%/yr vs 9.30%/yr for EXPO. At a 0.11 correlation, their price movements are largely independent.
Performance
OBT vs. EXPO - Performance Comparison
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Returns By Period
In the year-to-date period, OBT achieves a 23.51% return, which is significantly higher than EXPO's -13.30% return. Over the past 10 years, OBT has outperformed EXPO with an annualized return of 14.64%, while EXPO has yielded a comparatively lower 9.30% annualized return.
OBT
- 1D
- 2.41%
- 1M
- 1.09%
- YTD
- 23.51%
- 6M
- 29.88%
- 1Y
- 48.80%
- 3Y*
- 31.58%
- 5Y*
- 18.35%
- 10Y*
- 14.64%
EXPO
- 1D
- 0.83%
- 1M
- -6.60%
- YTD
- -13.30%
- 6M
- -17.75%
- 1Y
- -21.00%
- 3Y*
- -13.17%
- 5Y*
- -6.39%
- 10Y*
- 9.30%
OBT vs. EXPO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBT Orange County Bancorp, Inc. | 23.51% | 5.02% | -6.07% | 32.08% | 18.34% | 51.16% | -4.40% | 12.13% | -1.23% | 24.58% |
EXPO Exponent, Inc. | -13.30% | -20.81% | 2.42% | -10.14% | -14.25% | 30.67% | 31.74% | 37.51% | 44.22% | 19.46% |
Correlation
The correlation between OBT and EXPO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2007 | 0.11 |
Over the past year, OBT and EXPO have become more correlated (0.41) than their long-term average of 0.11, meaning their price movements have been converging.
Fundamentals
OBT:
$465.71M
EXPO:
$2.99B
OBT:
$3.42
EXPO:
$2.14
OBT:
10.20
EXPO:
27.90
OBT:
0.80
EXPO:
13.22
OBT:
2.89
EXPO:
6.96
OBT:
1.60
EXPO:
8.84
OBT:
$156.24M
EXPO:
$436.51M
OBT:
$119.53M
EXPO:
$95.87M
OBT:
$51.66M
EXPO:
$153.50M
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Return for Risk
OBT vs. EXPO — Risk / Return Rank
OBT
EXPO
OBT vs. EXPO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Orange County Bancorp, Inc. (OBT) and Exponent, Inc. (EXPO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| OBT | EXPO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.37 | ||
| Sortino ratioReturn per unit of downside risk | +3.25 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.90 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | -0.65 | +3.39 |
| Martin ratioReturn relative to average drawdown | 6.06 | -1.67 | +7.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OBT | EXPO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | -0.68 | +2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | -0.21 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.32 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.22 | -0.03 |
Drawdowns
OBT vs. EXPO - Drawdown Comparison
The maximum OBT drawdown since its inception was -57.55%, smaller than the maximum EXPO drawdown of -86.44%. Use the drawdown chart below to compare losses from any high point for OBT and EXPO.
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Drawdown Indicators
| OBT | EXPO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -86.44% | +28.89% |
Max Drawdown (1Y)Largest decline over 1 year | -17.91% | -32.45% | +14.54% |
Max Drawdown (3Y)Largest decline over 3 years | -32.48% | -52.37% | +19.89% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -54.79% | +9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -57.55% | -54.79% | -2.76% |
Current DrawdownCurrent decline from peak | -3.31% | -49.48% | +46.17% |
Average DrawdownAverage peak-to-trough decline | -18.78% | -32.72% | +13.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.07% | 12.57% | -4.50% |
Volatility
OBT vs. EXPO - Volatility Comparison
The current volatility for Orange County Bancorp, Inc. (OBT) is 6.99%, while Exponent, Inc. (EXPO) has a volatility of 12.59%. This indicates that OBT experiences smaller price fluctuations and is considered to be less risky than EXPO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBT | EXPO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 12.59% | -5.60% |
Volatility (6M)Calculated over the trailing 6-month period | 19.06% | 25.36% | -6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.14% | 30.95% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.87% | 30.05% | +10.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.52% | 28.88% | +30.64% |
Dividends
OBT vs. EXPO - Dividend Comparison
OBT's dividend yield for the trailing twelve months is around 1.92%, less than EXPO's 2.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 2.55% | 1.73% | 1.26% | 1.18% | 0.97% | 0.69% | 0.84% | 0.93% | 1.03% | 1.18% | 1.19% | 1.20% |
OBT Orange County Bancorp, Inc. | 1.92% | 2.00% | 1.69% | 1.53% | 1.78% | 1.99% | 2.94% | 2.72% | 3.00% | 2.93% | 3.53% | 3.40% |
Financials
OBT vs. EXPO - Financials Comparison
This section allows you to compare key financial metrics between Orange County Bancorp, Inc. and Exponent, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
OBT and EXPO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXPO has higher volatility (12.59%) compared to OBT (6.99%). In terms of maximum drawdown, OBT dropped -57.55% vs EXPO's -86.44%.
OBT currently has the higher Sharpe Ratio (1.68 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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