+818.8%
CUBI price history and return analytics
+343.3%
+475.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.7% |
| 7D | +1.0% | +2.9% | -1.8% | -2.7% |
| 30D | +14.1% | -2.5% | +16.7% | +17.7% |
| 3M | +2.9% | -3.3% | +6.2% | +7.2% |
| 6M | +15.3% | +1.5% | +13.7% | +12.0% |
| YTD | +16.5% | +11.4% | +5.2% | -0.1% |
| 1Y | +26.5% | +11.9% | +14.6% | +7.8% |
| 3Y | +106.0% | +73.9% | +32.1% | +0.2% |
| 5Y | +43.9% | +57.9% | -13.9% | -17.3% |
| 10Y | +209.1% | +222.6% | -13.5% | -6.7% |
| All | +818.8% | +343.3% | +475.5% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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