+211.0%
CVX vs HUBS
+583.9%
-372.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | +2.6% | -9.0% | +11.6% | +3.7% |
| 30D | +9.8% | +7.2% | +2.6% | +8.6% |
| 3M | +16.2% | +20.9% | -4.7% | +12.2% |
| 6M | +13.6% | -13.0% | +26.7% | +13.0% |
| YTD | +44.4% | -43.8% | +88.2% | +50.8% |
| 1Y | +40.6% | -54.6% | +95.2% | +50.5% |
| 3Y | +48.2% | -58.5% | +106.6% | +56.8% |
| 5Y | +172.3% | -66.4% | +238.7% | +182.0% |
| 10Y | +222.3% | +319.2% | -96.9% | +95.4% |
| All | +211.0% | +583.9% | -372.9% | +74.0% |
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