-63.2%
CSGP vs HUBB
+123.0%
-186.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.5% | -7.2% | -5.2% |
| 7D | +1.3% | +1.7% | -0.4% | +0.8% |
| 30D | +10.7% | -9.7% | +20.4% | +12.9% |
| 3M | +3.3% | -15.2% | +18.4% | +6.7% |
| 6M | -10.3% | -14.0% | +3.7% | -8.7% |
| YTD | -54.6% | -2.4% | -52.1% | -56.4% |
| 1Y | -54.6% | -5.8% | -48.8% | -56.0% |
| 3Y | -60.3% | +60.4% | -120.7% | -71.3% |
| All | -63.2% | +123.0% | -186.2% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling