+152,497.5%
HUBB vs CASY
+36,294.0%
+116,203.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | -10.0% | -11.3% | +1.3% | -8.2% |
| 3M | -4.8% | -0.6% | -4.1% | -5.5% |
| 6M | -5.6% | +10.7% | -16.3% | -8.3% |
| YTD | +4.7% | +37.1% | -32.5% | -2.3% |
| 1Y | +6.7% | +52.3% | -45.6% | -2.6% |
| 3Y | +45.8% | +215.2% | -169.4% | +15.6% |
| 5Y | +145.9% | +276.5% | -130.6% | +88.1% |
| 10Y | +418.6% | +508.4% | -89.8% | +263.5% |
| All | +152,497.5% | +36,294.0% | +116,203.4% | +93,729.7% |
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