+893.1%
CCI vs HUBB
+2,257.1%
-1,364.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +1.6% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | +2.2% | -10.0% | +12.2% | +6.7% |
| 3M | -16.9% | -1.6% | -15.3% | -17.6% |
| 6M | -11.5% | -3.1% | -8.4% | -12.8% |
| YTD | -12.8% | +4.6% | -17.4% | -17.3% |
| 1Y | -17.1% | +3.3% | -20.4% | -21.5% |
| 3Y | -9.6% | +46.6% | -56.2% | -32.1% |
| 5Y | -48.9% | +158.7% | -207.6% | -72.0% |
| 10Y | +23.2% | +443.5% | -420.2% | -58.3% |
| All | +893.1% | +2,257.1% | -1,364.1% | +16.9% |
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