+37.6%
XLC vs HUBB
+148.7%
-111.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.1% |
| 7D | -1.4% | +1.1% | -2.5% | -1.7% |
| 30D | -0.9% | -9.6% | +8.7% | +1.7% |
| 3M | -0.3% | -6.2% | +5.9% | +0.5% |
| 6M | -5.2% | -6.2% | +1.0% | -4.9% |
| YTD | -5.3% | +3.4% | -8.7% | -8.4% |
| 1Y | -2.8% | +5.3% | -8.1% | -6.9% |
| 3Y | +71.2% | +44.4% | +26.9% | +41.5% |
| 5Y | +37.6% | +152.4% | -114.8% | -15.5% |
| All | +37.6% | +148.7% | -111.1% | -15.5% |
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 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