+159.4%
HUBB vs XPO
+261.3%
-101.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -0.1% | -5.7% | +5.6% | +1.4% |
| 30D | -10.0% | -12.8% | +2.8% | -6.8% |
| 3M | -1.6% | -20.0% | +18.4% | +3.9% |
| 6M | -3.1% | -6.0% | +3.0% | -2.4% |
| YTD | +4.6% | +34.0% | -29.5% | -4.8% |
| 1Y | +3.3% | +35.6% | -32.2% | -6.7% |
| 3Y | +46.6% | +152.3% | -105.7% | +10.0% |
| All | +159.4% | +261.3% | -101.9% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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