+7,759.7%
CP vs HUBB
+146,154.7%
-138,395.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +2.0% |
| 7D | +2.8% | +1.8% | +1.0% | +2.7% |
| 30D | +11.3% | -6.9% | +18.2% | +11.4% |
| 3M | +2.9% | -13.8% | +16.7% | +3.0% |
| 6M | +9.8% | -9.8% | +19.6% | +9.9% |
| YTD | +28.5% | +0.3% | +28.2% | +28.5% |
| 1Y | +33.5% | -3.3% | +36.8% | +33.5% |
| 3Y | +31.9% | +61.0% | -29.1% | +31.1% |
| 5Y | +25.5% | +128.5% | -103.0% | +24.1% |
| 10Y | +257.6% | +398.9% | -141.3% | +250.9% |
| All | +7,759.7% | +146,154.7% | -138,395.0% | +7,036.8% |
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 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