+139.9%
XLC vs HUBS
+65.6%
+74.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.6% | +0.3% |
| 7D | -1.4% | -6.2% | +4.8% | -0.1% |
| 30D | -0.9% | +6.6% | -7.5% | -2.8% |
| 3M | -0.3% | +16.4% | -16.8% | -5.5% |
| 6M | -5.2% | -19.7% | +14.6% | -4.2% |
| YTD | -5.3% | -42.6% | +37.3% | +2.6% |
| 1Y | -2.8% | -54.2% | +51.4% | +10.4% |
| 3Y | +71.2% | -57.1% | +128.4% | +90.7% |
| 5Y | +37.6% | -66.2% | +103.8% | +50.0% |
| All | +139.9% | +65.6% | +74.3% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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