+9,834.6%
CRS vs HUBB
+153,832.2%
-143,997.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.5% |
| 7D | -3.1% | +4.8% | -7.9% | -3.2% |
| 30D | -19.6% | -9.3% | -10.3% | -19.4% |
| 3M | -8.1% | -3.9% | -4.2% | -8.0% |
| 6M | +18.6% | -0.8% | +19.4% | +18.6% |
| YTD | +45.9% | +5.6% | +40.3% | +45.7% |
| 1Y | +82.5% | +7.7% | +74.7% | +82.2% |
| 3Y | +648.9% | +47.5% | +601.4% | +643.1% |
| 5Y | +1,438.1% | +153.7% | +1,284.4% | +1,410.6% |
| 10Y | +1,327.0% | +433.0% | +894.0% | +1,288.9% |
| All | +9,834.6% | +153,832.2% | -143,997.7% | +10,268.0% |
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