+6,646.7%
CB vs HUBB
+62,995.1%
-56,348.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +0.5% | +0.5% | 0.0% | +0.5% |
| 30D | -3.1% | -10.0% | +6.9% | -3.0% |
| 3M | +9.0% | -4.8% | +13.7% | +9.0% |
| 6M | +2.9% | -5.6% | +8.4% | +2.9% |
| YTD | +10.1% | +4.7% | +5.4% | +10.0% |
| 1Y | +22.8% | +6.7% | +16.1% | +22.6% |
| 3Y | +73.8% | +45.8% | +28.0% | +72.8% |
| 5Y | +99.2% | +145.9% | -46.8% | +96.8% |
| 10Y | +218.2% | +418.6% | -200.4% | +212.2% |
| All | +6,646.7% | +62,995.1% | -56,348.4% | +6,299.3% |
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