+420.1%
CORZ vs HUBB
+43.3%
+376.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +8.4% | +0.5% | +7.8% | +7.9% |
| 30D | -17.8% | -10.0% | -7.8% | -9.0% |
| 3M | -35.9% | -4.8% | -31.1% | -33.3% |
| 6M | +12.9% | -5.6% | +18.5% | +16.6% |
| YTD | +22.9% | +4.7% | +18.2% | +15.3% |
| 1Y | +31.4% | +6.7% | +24.7% | +21.3% |
| All | +420.1% | +43.3% | +376.8% | +338.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 all: compounded portfolio wealth divided by compounded HUBB 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…
all analysis · Full analysis span regression · 6 months rolling