+520.6%
CIEN vs HUBB
+148.7%
+371.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.6% |
| 7D | +5.4% | -1.7% | +7.1% | +6.7% |
| 30D | -13.7% | -12.7% | -1.0% | -5.0% |
| 3M | -23.0% | -2.9% | -20.1% | -21.5% |
| 6M | -0.8% | -4.8% | +4.0% | +2.2% |
| YTD | +43.1% | +2.8% | +40.3% | +40.9% |
| 1Y | +157.6% | +3.5% | +154.1% | +154.0% |
| 3Y | +593.8% | +43.5% | +550.3% | +475.8% |
| 5Y | +520.6% | +154.2% | +366.4% | +256.1% |
| All | +520.6% | +148.7% | +371.9% | +256.1% |
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