+2,336.0%
CLX vs HUBB
+152,497.5%
-150,161.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -9.2% | +0.5% | -9.8% | -9.2% |
| 30D | -11.0% | -10.0% | -1.0% | -11.0% |
| 3M | +5.0% | -4.8% | +9.8% | +5.1% |
| 6M | -18.8% | -5.6% | -13.3% | -18.8% |
| YTD | -4.4% | +4.7% | -9.1% | -4.5% |
| 1Y | -21.9% | +6.7% | -28.5% | -21.9% |
| 3Y | -32.8% | +45.8% | -78.5% | -33.0% |
| 5Y | -34.6% | +145.9% | -180.5% | -35.0% |
| 10Y | -4.7% | +418.6% | -423.3% | -5.8% |
| All | +2,336.0% | +152,497.5% | -150,161.5% | +2,151.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling