+7,236.4%
CB vs HUBB
+60,634.1%
-53,397.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.3% |
| 7D | -1.0% | +1.2% | -2.2% | -1.0% |
| 30D | +7.3% | -6.4% | +13.8% | +7.4% |
| 3M | +7.0% | -14.4% | +21.4% | +7.2% |
| 6M | +16.3% | -9.0% | +25.3% | +16.4% |
| YTD | +19.7% | +0.7% | +19.0% | +19.6% |
| 1Y | +27.8% | -0.3% | +28.1% | +27.7% |
| 3Y | +72.0% | +59.2% | +12.8% | +70.8% |
| 5Y | +104.9% | +130.2% | -25.4% | +102.5% |
| 10Y | +246.7% | +391.8% | -145.0% | +240.3% |
| All | +7,236.4% | +60,634.1% | -53,397.7% | +6,860.7% |
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