-89.8%
CDE vs HUBB
+149,745.2%
-149,835.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -3.1% |
| 7D | -6.1% | -1.7% | -4.4% | -6.0% |
| 30D | +9.5% | -12.7% | +22.1% | +9.7% |
| 3M | +32.0% | -2.9% | +34.9% | +32.0% |
| 6M | -12.8% | -4.8% | -8.0% | -12.7% |
| YTD | +14.2% | +2.8% | +11.4% | +14.2% |
| 1Y | +36.3% | +3.5% | +32.8% | +36.3% |
| 3Y | +821.4% | +43.5% | +777.9% | +817.7% |
| 5Y | +194.3% | +154.2% | +40.1% | +191.2% |
| 10Y | +53.2% | +434.0% | -380.8% | +50.6% |
| All | -89.8% | +149,745.2% | -149,835.0% | -90.2% |
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