+144,965.7%
HUBB vs CASY
+33,946.0%
+111,019.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | +4.6% | +2.5% | +2.1% | +4.1% |
| 30D | -8.4% | +10.2% | -18.6% | -10.0% |
| 3M | -14.3% | -15.7% | +1.4% | -12.1% |
| 6M | -9.3% | -18.4% | +9.0% | -7.2% |
| YTD | -0.5% | +28.3% | -28.8% | -6.4% |
| 1Y | -2.1% | +32.6% | -34.7% | -8.6% |
| 3Y | +57.2% | +159.5% | -102.3% | +28.9% |
| 5Y | +127.1% | +263.9% | -136.8% | +74.2% |
| 10Y | +385.7% | +548.5% | -162.8% | +237.2% |
| All | +144,965.7% | +33,946.0% | +111,019.7% | +89,810.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling