+178.1%
EOG vs HUBB
+148.7%
+29.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +1.0% | -1.7% | +2.7% | +1.3% |
| 30D | +2.8% | -12.7% | +15.5% | +4.8% |
| 3M | +5.9% | -2.9% | +8.8% | +5.6% |
| 6M | +17.1% | -4.8% | +21.8% | +16.4% |
| YTD | +43.9% | +2.8% | +41.2% | +40.4% |
| 1Y | +26.9% | +3.5% | +23.4% | +23.2% |
| 3Y | +23.6% | +43.5% | -20.0% | +8.8% |
| 5Y | +178.1% | +154.2% | +23.9% | +115.5% |
| All | +178.1% | +148.7% | +29.4% | +115.5% |
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