-45.3%
HUBS vs CVE
+61.2%
-106.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +6.6% |
| 7D | +5.3% | +4.6% | +0.7% | +6.0% |
| 30D | -2.5% | -12.0% | +9.5% | -4.9% |
| 3M | +2.7% | -3.8% | +6.5% | +2.5% |
| 6M | +20.2% | -2.7% | +22.9% | +20.6% |
| YTD | -46.2% | +73.6% | -119.8% | -31.7% |
| 1Y | -45.3% | +62.0% | -107.3% | -30.3% |
| All | -45.3% | +61.2% | -106.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling