+376.9%
HUBB vs CPB
-38.9%
+415.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -0.5% |
| 7D | +1.8% | -1.6% | +3.3% | +1.9% |
| 30D | -7.7% | +19.2% | -26.9% | -9.2% |
| 3M | -13.6% | -0.9% | -12.6% | -13.6% |
| 6M | -9.1% | +15.2% | -24.4% | -10.9% |
| YTD | -0.7% | -13.1% | +12.3% | +0.5% |
| 1Y | +1.1% | -22.4% | +23.5% | +4.0% |
| 3Y | +56.2% | -35.3% | +91.5% | +61.9% |
| 5Y | +126.6% | -33.0% | +159.6% | +131.6% |
| All | +376.9% | -38.9% | +415.8% | +383.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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