+95.2%
CNC vs HUBB
+446.9%
-351.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.9% |
| 7D | -0.9% | -0.1% | -0.9% | -0.9% |
| 30D | -1.0% | -10.0% | +9.0% | +2.8% |
| 3M | +4.5% | -1.6% | +6.1% | +4.2% |
| 6M | +85.2% | -3.1% | +88.3% | +84.0% |
| YTD | +61.4% | +4.6% | +56.8% | +55.2% |
| 1Y | +94.9% | +3.3% | +91.5% | +87.8% |
| 3Y | 0.0% | +46.6% | -46.6% | -21.5% |
| 5Y | +11.2% | +158.7% | -147.5% | -37.3% |
| All | +95.2% | +446.9% | -351.6% | -23.5% |
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 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