+1,500.5%
CIEN vs HUBB
+446.9%
+1,053.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.4% |
| 7D | +8.9% | -0.1% | +9.0% | +9.0% |
| 30D | -19.1% | -10.0% | -9.1% | -13.6% |
| 3M | -21.5% | -1.6% | -19.9% | -20.7% |
| 6M | +2.8% | -3.1% | +5.9% | +4.8% |
| YTD | +49.5% | +4.6% | +44.9% | +46.4% |
| 1Y | +163.8% | +3.3% | +160.5% | +161.6% |
| 3Y | +615.8% | +46.6% | +569.3% | +489.5% |
| 5Y | +548.4% | +158.7% | +389.7% | +285.4% |
| All | +1,500.5% | +446.9% | +1,053.6% | +464.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling