+6,507.0%
CDNS vs HUBB
+144,634.5%
-138,127.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | +1.0% | +1.8% | -0.8% | +0.9% |
| 30D | -2.0% | -7.7% | +5.7% | -1.8% |
| 3M | -0.2% | -13.6% | +13.3% | 0.0% |
| 6M | -8.9% | -9.1% | +0.2% | -8.8% |
| YTD | +3.3% | -0.7% | +4.1% | +3.3% |
| 1Y | +2.2% | +1.1% | +1.2% | +2.2% |
| 3Y | +22.4% | +56.2% | -33.8% | +21.6% |
| 5Y | +78.0% | +126.6% | -48.6% | +75.9% |
| 10Y | +1,175.2% | +384.6% | +790.6% | +1,147.5% |
| All | +6,507.0% | +144,634.5% | -138,127.4% | +7,496.2% |
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