-59.7%
CSGP vs HUBB
+61.5%
-121.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.6% | +2.2% |
| 7D | -1.8% | +1.8% | -3.6% | -1.9% |
| 30D | +5.3% | -6.9% | +12.2% | +5.6% |
| 3M | +3.3% | -13.8% | +17.1% | +4.2% |
| 6M | -4.7% | -9.8% | +5.1% | -4.8% |
| YTD | -53.5% | +0.3% | -53.8% | -55.2% |
| 1Y | -53.7% | -3.3% | -50.4% | -55.0% |
| 3Y | -59.7% | +61.0% | -120.8% | -68.9% |
| All | -59.7% | +61.5% | -121.2% | -68.9% |
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