+35,889.1%
VLO vs HUBB
+152,497.5%
-116,608.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.2% | +0.5% | +4.7% | +5.2% |
| 30D | +22.6% | -10.0% | +32.6% | +22.8% |
| 3M | +43.8% | -4.8% | +48.5% | +43.8% |
| 6M | +65.7% | -5.6% | +71.3% | +65.8% |
| YTD | +131.1% | +4.7% | +126.4% | +130.7% |
| 1Y | +143.6% | +6.7% | +137.0% | +143.2% |
| 3Y | +201.4% | +45.8% | +155.6% | +199.2% |
| 5Y | +568.9% | +145.9% | +423.0% | +558.6% |
| 10Y | +891.8% | +418.6% | +473.2% | +869.0% |
| All | +35,889.1% | +152,497.5% | -116,608.4% | +35,138.5% |
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