+52.6%
XOM vs HUBB
-4.0%
+56.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.5% | -2.2% | -5.0% |
| 7D | -7.0% | +0.2% | -7.2% | -6.9% |
| 30D | +3.2% | -8.8% | +12.0% | +1.9% |
| 3M | +10.7% | -12.5% | +23.1% | +8.7% |
| 6M | +11.6% | -14.5% | +26.1% | +10.1% |
| YTD | +43.5% | -0.4% | +43.9% | +42.1% |
| 1Y | +52.6% | -3.4% | +56.0% | +51.2% |
| All | +52.6% | -4.0% | +56.6% | +51.2% |
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