+39.6%
XLC vs HUBB
+126.4%
-86.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | -0.6% |
| 7D | +3.1% | +4.6% | -1.5% | +1.9% |
| 30D | -4.2% | -8.4% | +4.2% | -2.2% |
| 3M | -2.1% | -14.3% | +12.2% | +1.6% |
| 6M | -6.6% | -9.3% | +2.7% | -5.4% |
| YTD | -7.8% | -0.5% | -7.3% | -10.2% |
| 1Y | -4.1% | -2.1% | -2.0% | -6.2% |
| 3Y | +62.6% | +57.2% | +5.4% | +29.0% |
| 5Y | +39.6% | +127.1% | -87.5% | -12.0% |
| All | +39.6% | +126.4% | -86.8% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling