+437.9%
HUBB vs CNI
+138.2%
+299.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.2% |
| 7D | -0.1% | -0.4% | +0.3% | +0.2% |
| 30D | -10.0% | -2.7% | -7.3% | -8.5% |
| 3M | -1.6% | +3.9% | -5.5% | -4.2% |
| 6M | -3.1% | +16.4% | -19.4% | -12.6% |
| YTD | +4.6% | +25.8% | -21.2% | -10.4% |
| 1Y | +3.3% | +32.4% | -29.0% | -14.6% |
| 3Y | +46.6% | +19.1% | +27.5% | +28.1% |
| 5Y | +158.7% | +13.6% | +145.1% | +126.0% |
| All | +437.9% | +138.2% | +299.7% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 10y: compounded portfolio wealth divided by compounded CNI 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…
10y analysis · Full analysis span regression · 6 months rolling