+167.0%
CVX vs HUBS
-66.4%
+233.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | +2.6% | -9.0% | +11.6% | +3.0% |
| 30D | +9.8% | +7.2% | +2.6% | +9.3% |
| 3M | +16.2% | +20.9% | -4.7% | +14.6% |
| 6M | +13.6% | -13.0% | +26.7% | +13.4% |
| YTD | +44.4% | -43.8% | +88.2% | +47.4% |
| 1Y | +40.6% | -54.6% | +95.2% | +45.2% |
| 3Y | +48.2% | -58.5% | +106.6% | +52.4% |
| All | +167.0% | -66.4% | +233.4% | +166.4% |
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