+77.1%
CDNS vs HUBB
+126.3%
-49.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +1.0% | +1.8% | -0.8% | +0.1% |
| 30D | -2.0% | -7.7% | +5.7% | +1.8% |
| 3M | -0.2% | -13.6% | +13.3% | +7.1% |
| 6M | -8.9% | -9.1% | +0.2% | -5.8% |
| YTD | +3.3% | -0.7% | +4.1% | +0.1% |
| 1Y | +2.2% | +1.1% | +1.2% | -2.1% |
| 3Y | +22.4% | +56.2% | -33.8% | -11.0% |
| All | +77.1% | +126.3% | -49.2% | -3.0% |
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 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