+74.7%
CNP vs HUBB
+126.4%
-51.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +2.5% | +4.6% | -2.1% | +1.9% |
| 30D | +4.0% | -8.4% | +12.4% | +5.0% |
| 3M | +1.6% | -14.3% | +16.0% | +3.4% |
| 6M | -1.7% | -9.3% | +7.6% | -1.0% |
| YTD | +8.6% | -0.5% | +9.1% | +7.6% |
| 1Y | +5.8% | -2.1% | +8.0% | +4.9% |
| 3Y | +63.0% | +57.2% | +5.8% | +41.6% |
| 5Y | +74.7% | +127.1% | -52.5% | +31.8% |
| All | +74.7% | +126.4% | -51.7% | +31.8% |
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