+65.1%
CSX vs HUBS
-66.3%
+131.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -0.9% |
| 7D | -0.6% | -6.2% | +5.7% | 0.0% |
| 30D | -3.2% | +6.6% | -9.8% | -4.0% |
| 3M | +2.6% | +16.4% | -13.9% | +0.4% |
| 6M | +19.8% | -19.7% | +39.6% | +20.7% |
| YTD | +34.7% | -42.6% | +77.3% | +40.8% |
| 1Y | +52.1% | -54.2% | +106.3% | +63.2% |
| 3Y | +68.4% | -57.1% | +125.6% | +79.1% |
| 5Y | +65.1% | -66.2% | +131.3% | +64.7% |
| All | +65.1% | -66.3% | +131.4% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling