-49.2%
CCI vs HUBB
+150.1%
-199.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.9% |
| 7D | -0.3% | +1.1% | -1.4% | -0.4% |
| 30D | +2.1% | -9.6% | +11.7% | +3.0% |
| 3M | -17.8% | -6.2% | -11.7% | -17.7% |
| 6M | -14.2% | -6.2% | -8.0% | -14.4% |
| YTD | -13.3% | +3.4% | -16.7% | -14.9% |
| 1Y | -16.6% | +5.3% | -21.9% | -18.5% |
| 3Y | -10.8% | +44.4% | -55.2% | -22.1% |
| All | -49.2% | +150.1% | -199.4% | -65.6% |
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