+78.3%
CSX vs HUBS
-49.2%
+127.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.7% |
| 7D | +6.0% | +8.3% | -2.3% | +5.6% |
| 30D | +7.8% | -4.0% | +11.8% | +8.0% |
| 3M | +4.1% | -9.7% | +13.8% | +4.4% |
| 6M | +17.9% | +21.4% | -3.5% | +16.0% |
| YTD | +44.9% | -45.9% | +90.8% | +52.6% |
| 1Y | +51.1% | -44.4% | +95.5% | +58.4% |
| 3Y | +78.3% | -49.7% | +128.0% | +88.0% |
| All | +78.3% | -49.2% | +127.5% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling