+421.5%
CORZ vs HUBS
-62.3%
+483.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +3.2% |
| 7D | +0.3% | -9.0% | +9.3% | +1.6% |
| 30D | -14.0% | +7.2% | -21.3% | -15.5% |
| 3M | -34.1% | +20.9% | -55.0% | -38.9% |
| 6M | +8.5% | -13.0% | +21.5% | +7.4% |
| YTD | +23.2% | -43.8% | +67.1% | +44.7% |
| 1Y | +15.4% | -54.6% | +70.0% | +49.0% |
| All | +421.5% | -62.3% | +483.8% | +659.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 5y: compounded portfolio wealth divided by compounded HUBS 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…
5y analysis · Full analysis span regression · 6 months rolling