+48.0%
USHY vs CPB
-31.5%
+79.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.2% |
| 7D | -0.4% | -1.6% | +1.1% | -0.4% |
| 30D | +0.6% | +19.2% | -18.6% | -0.2% |
| 3M | -2.0% | -0.9% | -1.1% | -2.0% |
| 6M | -0.5% | +15.2% | -15.8% | -1.3% |
| YTD | +0.6% | -13.1% | +13.7% | +1.1% |
| 1Y | +2.1% | -22.4% | +24.6% | +3.2% |
| 3Y | +25.3% | -35.3% | +60.6% | +27.3% |
| 5Y | +19.7% | -33.0% | +52.7% | +21.0% |
| All | +48.0% | -31.5% | +79.5% | +49.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling