-20.0%
CPNG vs HUBB
+46.2%
-66.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.6% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | -7.4% | -10.0% | +2.6% | -4.6% |
| 3M | -12.3% | -1.6% | -10.8% | -12.9% |
| 6M | -19.4% | -3.1% | -16.4% | -19.7% |
| YTD | -35.9% | +4.6% | -40.5% | -37.8% |
| 1Y | -53.4% | +3.3% | -56.8% | -54.7% |
| 3Y | -20.0% | +46.6% | -66.6% | -30.5% |
| All | -20.0% | +46.2% | -66.2% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling