+4,330.0%
LUV vs HUBB
+150,593.0%
-146,263.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | +0.7% | +1.1% | -0.4% | +0.6% |
| 30D | -13.4% | -9.6% | -3.8% | -13.3% |
| 3M | -9.6% | -6.2% | -3.4% | -9.5% |
| 6M | -8.9% | -6.2% | -2.7% | -8.8% |
| YTD | -5.2% | +3.4% | -8.5% | -5.2% |
| 1Y | +27.0% | +5.3% | +21.7% | +26.9% |
| 3Y | +39.6% | +44.4% | -4.7% | +38.9% |
| 5Y | -14.4% | +152.4% | -166.8% | -15.5% |
| 10Y | +17.3% | +437.0% | -419.8% | +14.9% |
| All | +4,330.0% | +150,593.0% | -146,263.1% | +4,823.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling