-25.9%
CCJ vs HUBB
-4.0%
-21.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | +0.3% |
| 7D | -14.5% | +0.2% | -14.7% | -14.6% |
| 30D | -18.1% | -8.8% | -9.2% | -13.3% |
| 3M | -23.0% | -12.5% | -10.5% | -16.4% |
| 6M | -39.4% | -14.5% | -24.8% | -34.1% |
| YTD | -21.7% | -0.4% | -21.2% | -29.0% |
| 1Y | -25.9% | -3.4% | -22.5% | -31.0% |
| All | -25.9% | -4.0% | -21.9% | -31.0% |
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