+47.1%
CSX vs HUBS
-54.7%
+101.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +2.5% |
| 7D | +0.1% | -13.0% | +13.1% | -0.1% |
| 30D | +9.7% | -1.8% | +11.5% | +9.8% |
| 3M | +2.3% | -13.0% | +15.2% | +2.2% |
| 6M | +17.1% | -12.4% | +29.5% | +17.3% |
| YTD | +44.9% | -46.0% | +90.9% | +46.7% |
| 1Y | +47.1% | -54.1% | +101.2% | +51.6% |
| All | +47.1% | -54.7% | +101.8% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 1y: compounded portfolio wealth divided by compounded HUBS 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…
1y analysis · Full analysis span regression · 6 months rolling