+437.9%
HUBB vs CPB
-45.3%
+483.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -0.1% | -1.8% | +1.7% | +0.1% |
| 30D | -10.0% | -7.1% | -2.9% | -9.4% |
| 3M | -1.6% | -6.0% | +4.5% | -1.3% |
| 6M | -3.1% | -5.3% | +2.2% | -3.0% |
| YTD | +4.6% | -20.8% | +25.4% | +6.9% |
| 1Y | +3.3% | -33.8% | +37.2% | +8.3% |
| 3Y | +46.6% | -43.7% | +90.3% | +54.7% |
| 5Y | +158.7% | -40.7% | +199.4% | +168.3% |
| All | +437.9% | -45.3% | +483.2% | +468.2% |
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