+437.9%
HUBB vs SCCO
+1,104.1%
-666.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -0.1% | -2.7% | +2.6% | +0.7% |
| 30D | -10.0% | -0.7% | -9.2% | -10.2% |
| 3M | -1.6% | +8.1% | -9.7% | -5.2% |
| 6M | -3.1% | +4.1% | -7.2% | -6.8% |
| YTD | +4.6% | +41.1% | -36.5% | -11.2% |
| 1Y | +3.3% | +95.6% | -92.2% | -22.7% |
| 3Y | +46.6% | +179.3% | -132.7% | -8.3% |
| 5Y | +158.7% | +308.3% | -149.6% | +30.8% |
| All | +437.9% | +1,104.1% | -666.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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