+4,369.3%
CNC vs HUBB
+2,923.4%
+1,445.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | 0.0% |
| 7D | -4.9% | +1.1% | -6.0% | -5.3% |
| 30D | -3.8% | -9.6% | +5.8% | +0.1% |
| 3M | -3.2% | -6.2% | +2.9% | -1.7% |
| 6M | +47.9% | -6.2% | +54.0% | +49.2% |
| YTD | +55.7% | +3.4% | +52.3% | +50.3% |
| 1Y | +106.2% | +5.3% | +100.9% | +97.0% |
| 3Y | -2.1% | +44.4% | -46.4% | -22.6% |
| 5Y | +3.4% | +152.4% | -149.0% | -38.7% |
| 10Y | +91.7% | +437.0% | -345.4% | -22.4% |
| All | +4,369.3% | +2,923.4% | +1,445.9% | +806.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling