-64.1%
CSGP vs HUBB
+126.8%
-190.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | -0.3% |
| 7D | -6.1% | +4.6% | -10.7% | -7.0% |
| 30D | +0.3% | -8.4% | +8.7% | +2.0% |
| 3M | -1.3% | -14.3% | +13.0% | +1.8% |
| 6M | -8.9% | -9.3% | +0.4% | -8.5% |
| YTD | -55.2% | -0.5% | -54.7% | -57.2% |
| 1Y | -56.4% | -2.1% | -54.3% | -58.1% |
| 3Y | -62.2% | +57.2% | -119.4% | -72.2% |
| All | -64.1% | +126.8% | -190.9% | -80.7% |
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