+308.1%
HUBS vs CPAY
+155.2%
+153.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | -2.0% | -7.0% | -7.9% |
| 30D | +7.2% | -0.4% | +7.6% | +7.7% |
| 3M | +20.9% | +16.4% | +4.5% | +11.1% |
| 6M | -13.0% | +23.5% | -36.6% | -24.4% |
| YTD | -43.8% | +35.7% | -79.5% | -55.0% |
| 1Y | -54.6% | +30.2% | -84.8% | -63.2% |
| 3Y | -58.5% | +49.7% | -108.2% | -70.1% |
| 5Y | -66.4% | +56.6% | -123.0% | -76.7% |
| All | +308.1% | +155.2% | +153.0% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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