+178.8%
COP vs HUBS
+598.6%
-419.8%
-70.7%
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% | +1.8% |
| 7D | -0.5% | -6.2% | +5.8% | +0.4% |
| 30D | +11.7% | +6.6% | +5.1% | +10.0% |
| 3M | +17.7% | +16.4% | +1.2% | +12.9% |
| 6M | +18.3% | -19.7% | +38.1% | +18.9% |
| YTD | +49.1% | -42.6% | +91.7% | +57.1% |
| 1Y | +53.3% | -54.2% | +107.5% | +67.3% |
| 3Y | +22.2% | -57.1% | +79.3% | +31.3% |
| 5Y | +193.3% | -66.2% | +259.6% | +208.2% |
| 10Y | +340.2% | +328.3% | +12.0% | +125.9% |
| All | +178.8% | +598.6% | -419.8% | +32.5% |
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