+170.6%
CVX vs HUBB
+148.7%
+21.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +0.7% | -1.7% | +2.4% | +0.9% |
| 30D | +9.1% | -12.7% | +21.8% | +11.0% |
| 3M | +13.1% | -2.9% | +16.0% | +12.8% |
| 6M | +16.3% | -4.8% | +21.0% | +15.8% |
| YTD | +43.5% | +2.8% | +40.7% | +40.4% |
| 1Y | +40.2% | +3.5% | +36.6% | +36.5% |
| 3Y | +44.2% | +43.5% | +0.7% | +28.0% |
| 5Y | +170.6% | +154.2% | +16.4% | +105.2% |
| All | +170.6% | +148.7% | +21.9% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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