-18.7%
CPRT vs HUBB
+126.3%
-145.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.4% | +1.8% | -2.1% | -0.9% |
| 30D | +21.2% | -7.7% | +28.9% | +23.6% |
| 3M | +8.3% | -13.6% | +21.9% | +12.5% |
| 6M | -3.4% | -9.1% | +5.8% | -2.3% |
| YTD | -18.7% | -0.7% | -18.0% | -21.6% |
| 1Y | -23.5% | +1.1% | -24.6% | -26.9% |
| 3Y | -34.2% | +56.2% | -90.3% | -50.6% |
| All | -18.7% | +126.3% | -145.0% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling