+3,246.0%
CLS vs HUBS
+598.6%
+2,647.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.3% | +5.4% | +2.1% |
| 7D | +20.1% | -6.2% | +26.3% | +21.9% |
| 30D | +6.0% | +6.6% | -0.6% | +3.6% |
| 3M | -10.3% | +16.4% | -26.7% | -15.6% |
| 6M | +24.5% | -19.7% | +44.3% | +25.7% |
| YTD | +12.9% | -42.6% | +55.5% | +22.8% |
| 1Y | +36.7% | -54.2% | +90.8% | +56.5% |
| 3Y | +1,328.1% | -57.1% | +1,385.2% | +1,560.7% |
| 5Y | +3,682.3% | -66.2% | +3,748.6% | +4,194.6% |
| 10Y | +3,038.3% | +328.3% | +2,710.0% | +1,768.7% |
| All | +3,246.0% | +598.6% | +2,647.4% | +1,671.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling