+604.3%
CEG vs HUBS
-50.4%
+654.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -4.8% | -9.0% | +4.2% | -3.6% |
| 30D | +2.3% | +7.2% | -4.9% | +0.9% |
| 3M | +15.6% | +20.9% | -5.3% | +10.6% |
| 6M | -5.0% | -13.0% | +8.0% | -5.8% |
| YTD | -19.0% | -43.8% | +24.8% | -13.3% |
| 1Y | -10.0% | -54.6% | +44.7% | 0.0% |
| 3Y | +163.9% | -58.5% | +222.4% | +195.3% |
| All | +604.3% | -50.4% | +654.7% | +638.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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