+7,539.9%
CP vs HUBB
+152,497.5%
-144,957.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.7% | +0.5% | -3.2% | -2.7% |
| 30D | +0.2% | -10.0% | +10.2% | +0.3% |
| 3M | +2.6% | -4.8% | +7.3% | +2.6% |
| 6M | +6.0% | -5.6% | +11.5% | +6.0% |
| YTD | +24.9% | +4.7% | +20.3% | +24.8% |
| 1Y | +20.1% | +6.7% | +13.4% | +20.0% |
| 3Y | +16.4% | +45.8% | -29.4% | +15.8% |
| 5Y | +31.7% | +145.9% | -114.2% | +30.2% |
| 10Y | +223.9% | +418.6% | -194.7% | +217.7% |
| All | +7,539.9% | +152,497.5% | -144,957.5% | +6,834.5% |
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 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