+4,711.1%
CVX vs HUBB
+153,832.3%
-149,121.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | -0.6% | +4.8% | -5.4% | -0.6% |
| 30D | +13.4% | -9.3% | +22.7% | +13.5% |
| 3M | +11.8% | -3.9% | +15.7% | +11.8% |
| 6M | +12.4% | -0.8% | +13.3% | +12.4% |
| YTD | +41.5% | +5.6% | +35.9% | +41.3% |
| 1Y | +41.6% | +7.7% | +33.9% | +41.4% |
| 3Y | +42.2% | +47.5% | -5.2% | +41.5% |
| 5Y | +166.0% | +153.7% | +12.3% | +162.9% |
| 10Y | +207.2% | +433.0% | -225.8% | +202.0% |
| All | +4,711.1% | +153,832.3% | -149,121.2% | +5,018.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling