-66.7%
HUBS vs CASY
+230.5%
-297.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -12.4% | -17.2% | +4.9% | -9.0% |
| 30D | +1.4% | -24.4% | +25.8% | +7.0% |
| 3M | +16.0% | -31.4% | +47.4% | +24.8% |
| 6M | -17.0% | -8.9% | -8.1% | -18.1% |
| YTD | -44.3% | +13.8% | -58.1% | -49.3% |
| 1Y | -54.3% | +17.0% | -71.3% | -59.0% |
| 3Y | -58.4% | +163.1% | -221.5% | -74.6% |
| 5Y | -66.7% | +239.0% | -305.7% | -83.3% |
| All | -66.7% | +230.5% | -297.2% | -83.3% |
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