+20.2%
HUBS vs CVE
-0.4%
+20.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.7% | +4.7% | +6.4% |
| 7D | +5.3% | +4.6% | +0.7% | +5.3% |
| 30D | -2.5% | -12.0% | +9.5% | -3.3% |
| 3M | +2.7% | -3.8% | +6.5% | +3.0% |
| 6M | +20.2% | -2.7% | +22.9% | +25.7% |
| All | +20.2% | -0.4% | +20.6% | +25.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling