+70.8%
CDNS vs HUBB
+148.7%
-78.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | -6.5% | -1.7% | -4.9% | -5.8% |
| 30D | -13.0% | -12.7% | -0.3% | -6.9% |
| 3M | -26.0% | -2.9% | -23.1% | -25.9% |
| 6M | -2.8% | -4.8% | +1.9% | -2.7% |
| YTD | -8.8% | +2.8% | -11.6% | -13.0% |
| 1Y | -15.8% | +3.5% | -19.4% | -20.4% |
| 3Y | +19.7% | +43.5% | -23.8% | -8.6% |
| 5Y | +70.8% | +154.2% | -83.4% | -15.7% |
| All | +70.8% | +148.7% | -78.0% | -15.7% |
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