+480.3%
CSX vs HUBS
+651.4%
-171.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.3% |
| 7D | -3.4% | -5.0% | +1.6% | -2.7% |
| 30D | -3.1% | -1.0% | -2.0% | -3.6% |
| 3M | +7.2% | +12.4% | -5.2% | +3.8% |
| 6M | +16.2% | -11.1% | +27.3% | +14.8% |
| YTD | +37.5% | -38.3% | +75.8% | +43.5% |
| 1Y | +53.2% | -46.7% | +99.9% | +62.9% |
| 3Y | +68.2% | -55.1% | +123.3% | +79.7% |
| 5Y | +65.2% | -64.8% | +130.1% | +73.1% |
| 10Y | +504.1% | +334.3% | +169.8% | +262.3% |
| All | +480.3% | +651.4% | -171.2% | +235.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling