+50.7%
USHY vs CPB
-36.5%
+87.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.1% |
| 7D | -0.1% | -8.6% | +8.5% | +0.3% |
| 30D | +0.1% | -7.2% | +7.3% | +0.4% |
| 3M | +0.8% | +0.9% | -0.1% | +0.7% |
| 6M | +1.7% | -11.8% | +13.5% | +2.2% |
| YTD | +2.5% | -19.4% | +21.9% | +3.3% |
| 1Y | +4.4% | -30.4% | +34.8% | +6.0% |
| 3Y | +27.4% | -40.2% | +67.5% | +29.9% |
| 5Y | +21.7% | -39.5% | +61.2% | +23.6% |
| All | +50.7% | -36.5% | +87.2% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling