+127.2%
HUBB vs CASY
+254.7%
-127.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -2.6% | +5.0% | -7.5% | -3.5% |
| 30D | -7.7% | +8.2% | -15.8% | -9.2% |
| 3M | -13.0% | -18.2% | +5.2% | -9.8% |
| 6M | -10.6% | -18.6% | +8.0% | -7.6% |
| YTD | -0.6% | +26.8% | -27.3% | -10.1% |
| 1Y | -4.1% | +31.6% | -35.7% | -14.5% |
| 3Y | +57.2% | +156.5% | -99.4% | +10.7% |
| 5Y | +127.2% | +258.6% | -131.5% | +37.9% |
| All | +127.2% | +254.7% | -127.6% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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