Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HUT vs CPB✓SelectedUSD · CPBHUT vs CPB performance historyLatest closeAs of+6.19%09/04
Stock and ETF performance explorer

HUT vs CPB

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+265.3%
CPB return
-32.6%
Excess return
+297.9%
Maximum drawdown
-41.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCPBExcessAlpha
1D+6.2%-3.4%+9.6%+2.7%
7D+17.8%-8.6%+26.4%+8.4%
30D+0.8%-7.2%+8.1%-5.3%
3M-26.8%+0.9%-27.7%-23.8%
6M+72.6%-11.8%+84.4%+61.0%
YTD+103.6%-19.4%+123.0%+81.5%
1Y+265.3%-30.4%+295.6%+200.6%
All+265.3%-32.6%+297.9%+200.6%

Cumulative growth

Daily Returns

Daily percentage return beside CPB.

Daily Out/Under-Performance

Portfolio return minus CPB return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…

1y analysis · Full analysis span regression · 6 months rolling