-36.8%
CLX vs HUBB
+148.7%
-185.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.9% |
| 7D | -4.9% | +1.1% | -6.0% | -5.0% |
| 30D | -15.8% | -9.6% | -6.2% | -15.0% |
| 3M | -7.9% | -6.2% | -1.7% | -7.6% |
| 6M | -19.0% | -6.2% | -12.9% | -19.0% |
| YTD | -7.9% | +3.4% | -11.3% | -8.9% |
| 1Y | -25.4% | +5.3% | -30.7% | -26.5% |
| 3Y | -35.0% | +44.4% | -79.4% | -39.8% |
| 5Y | -36.8% | +152.4% | -189.1% | -49.3% |
| All | -36.8% | +148.7% | -185.4% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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