-9.8%
CPRT vs HUBB
+148.7%
-158.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.1% |
| 7D | -0.4% | +1.1% | -1.5% | -0.7% |
| 30D | +8.2% | -9.6% | +17.9% | +11.6% |
| 3M | +2.3% | -6.2% | +8.5% | +3.3% |
| 6M | -14.7% | -6.2% | -8.6% | -14.6% |
| YTD | -18.2% | +3.4% | -21.5% | -21.5% |
| 1Y | -33.4% | +5.3% | -38.7% | -37.0% |
| 3Y | -28.3% | +44.4% | -72.7% | -43.4% |
| 5Y | -9.8% | +152.4% | -162.2% | -50.9% |
| All | -9.8% | +148.7% | -158.5% | -50.9% |
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 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