+120.6%
VLO vs HUBB
-4.0%
+124.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.5% | -3.3% | -5.8% |
| 7D | -6.0% | +0.2% | -6.2% | -5.9% |
| 30D | -12.9% | -8.8% | -4.1% | -13.2% |
| 3M | +18.3% | -12.5% | +30.8% | +17.3% |
| 6M | +46.4% | -14.5% | +61.0% | +44.8% |
| YTD | +127.7% | -0.4% | +128.2% | +124.4% |
| 1Y | +120.6% | -3.4% | +124.1% | +119.8% |
| All | +120.6% | -4.0% | +124.6% | +119.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling