+33,471.1%
ORCL vs HUBB
+152,497.5%
-119,026.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +5.3% | +0.5% | +4.7% | +5.3% |
| 30D | +10.0% | -10.0% | +20.0% | +10.1% |
| 3M | -32.6% | -4.8% | -27.8% | -32.5% |
| 6M | +4.9% | -5.6% | +10.5% | +5.0% |
| YTD | -17.8% | +4.7% | -22.4% | -17.8% |
| 1Y | -28.0% | +6.7% | -34.7% | -28.1% |
| 3Y | +36.0% | +45.8% | -9.7% | +35.3% |
| 5Y | +88.7% | +145.9% | -57.2% | +86.3% |
| 10Y | +346.9% | +418.6% | -71.7% | +337.1% |
| All | +33,471.1% | +152,497.5% | -119,026.3% | +38,546.8% |
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