-65.3%
CSGP vs HUBB
+8.5%
-73.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.4% |
| 7D | -4.1% | +0.5% | -4.6% | -3.9% |
| 30D | +2.3% | -10.0% | +12.3% | -0.6% |
| 3M | -8.2% | -4.8% | -3.4% | -9.6% |
| 6M | -35.1% | -5.6% | -29.5% | -36.2% |
| YTD | -54.0% | +4.7% | -58.7% | -54.9% |
| 1Y | -65.3% | +6.7% | -72.0% | -66.5% |
| All | -65.3% | +8.5% | -73.8% | -66.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling