+418.4%
CSX vs HUBS
+271.5%
+146.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | 0.0% |
| 7D | +3.1% | +5.3% | -2.2% | +2.2% |
| 30D | +9.7% | -2.5% | +12.2% | +9.9% |
| 3M | +4.9% | +2.7% | +2.2% | +3.6% |
| 6M | +18.4% | +20.2% | -1.8% | +11.7% |
| YTD | +45.9% | -46.2% | +92.1% | +55.2% |
| 1Y | +50.0% | -45.3% | +95.3% | +58.8% |
| 3Y | +78.0% | -49.7% | +127.7% | +85.0% |
| 5Y | +59.2% | -74.3% | +133.5% | +79.3% |
| All | +418.4% | +271.5% | +146.9% | +183.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling