+5,556.5%
CNQ vs HUBB
+3,839.6%
+1,716.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -1.5% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +6.2% | -10.0% | +16.2% | +12.2% |
| 3M | +12.4% | -1.6% | +14.0% | +11.2% |
| 6M | +9.0% | -3.1% | +12.1% | +7.0% |
| YTD | +52.2% | +4.6% | +47.6% | +42.0% |
| 1Y | +65.0% | +3.3% | +61.7% | +53.6% |
| 3Y | +78.8% | +46.6% | +32.3% | +27.6% |
| 5Y | +286.0% | +158.7% | +127.3% | +83.6% |
| 10Y | +420.7% | +443.5% | -22.7% | +59.8% |
| All | +5,556.5% | +3,839.6% | +1,716.9% | +762.1% |
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