+50.9%
CSX vs HUBS
-54.3%
+105.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -0.9% | -9.0% | +8.1% | -1.2% |
| 30D | -2.0% | +7.2% | -9.2% | -1.7% |
| 3M | +3.6% | +20.9% | -17.2% | +4.7% |
| 6M | +22.0% | -13.0% | +35.1% | +22.6% |
| YTD | +36.3% | -43.8% | +80.1% | +39.3% |
| 1Y | +50.9% | -54.6% | +105.6% | +57.5% |
| All | +50.9% | -54.3% | +105.2% | +57.5% |
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