+41.0%
CVS vs HUBB
+437.4%
-396.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -2.0% | -1.7% | -0.3% | -1.5% |
| 30D | +1.9% | -12.7% | +14.6% | +5.6% |
| 3M | -2.2% | -2.9% | +0.8% | -2.1% |
| 6M | +26.7% | -4.8% | +31.5% | +26.9% |
| YTD | +22.9% | +2.8% | +20.1% | +20.1% |
| 1Y | +32.9% | +3.5% | +29.4% | +29.2% |
| 3Y | +62.3% | +43.5% | +18.7% | +37.2% |
| 5Y | +34.2% | +154.2% | -119.9% | -11.2% |
| All | +41.0% | +437.4% | -396.4% | -33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling