+189.0%
CDE vs HUBB
+157.3%
+31.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +9.5% | -10.0% | +19.4% | +16.2% |
| 3M | +25.5% | -1.6% | +27.1% | +26.0% |
| 6M | -7.9% | -3.1% | -4.8% | -7.1% |
| YTD | +15.6% | +4.6% | +11.0% | +12.2% |
| 1Y | +34.0% | +3.3% | +30.7% | +31.0% |
| 3Y | +791.9% | +46.6% | +745.3% | +599.3% |
| All | +189.0% | +157.3% | +31.6% | +59.8% |
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