+82.7%
CRS vs HUBB
+5.5%
+77.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -2.2% |
| 7D | -6.8% | -0.1% | -6.7% | -6.8% |
| 30D | -16.1% | -10.0% | -6.2% | -10.8% |
| 3M | -21.2% | -1.6% | -19.6% | -21.4% |
| 6M | +8.7% | -3.1% | +11.8% | +7.0% |
| YTD | +41.0% | +4.6% | +36.4% | +28.3% |
| 1Y | +82.7% | +3.3% | +79.3% | +65.7% |
| All | +82.7% | +5.5% | +77.1% | +65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling