+355.8%
CIEN vs HUBB
+126.3%
+229.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.3% | -4.4% |
| 7D | +15.3% | +1.8% | +13.5% | +14.0% |
| 30D | -22.0% | -7.7% | -14.3% | -16.7% |
| 3M | -36.6% | -13.6% | -23.1% | -28.8% |
| 6M | -51.5% | -9.1% | -42.3% | -47.5% |
| YTD | +20.0% | -0.7% | +20.7% | +22.5% |
| 1Y | +44.5% | +1.1% | +43.4% | +46.6% |
| 3Y | +539.0% | +56.2% | +482.9% | +420.5% |
| All | +355.8% | +126.3% | +229.5% | +180.5% |
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