+25,321.1%
ORCL vs HUBB
+146,154.8%
-120,833.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +3.1% |
| 7D | +0.5% | +1.8% | -1.3% | +0.5% |
| 30D | -15.3% | -6.9% | -8.4% | -15.2% |
| 3M | -18.2% | -13.8% | -4.4% | -18.0% |
| 6M | -38.4% | -9.8% | -28.6% | -38.3% |
| YTD | -37.7% | +0.3% | -38.0% | -37.7% |
| 1Y | -49.3% | -3.3% | -45.9% | -49.2% |
| 3Y | +10.6% | +61.0% | -50.4% | +9.9% |
| 5Y | +35.5% | +128.5% | -93.0% | +33.9% |
| 10Y | +251.6% | +398.9% | -147.3% | +244.1% |
| All | +25,321.1% | +146,154.8% | -120,833.7% | +29,184.0% |
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