+207.2%
C vs HSY
+127.3%
+79.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.4% |
| 7D | +4.7% | -2.3% | +7.1% | +5.4% |
| 30D | +0.2% | +6.3% | -6.1% | -1.8% |
| 3M | -9.3% | -5.2% | -4.1% | -8.2% |
| 6M | -0.8% | -8.3% | +7.5% | +0.8% |
| YTD | +8.5% | -2.7% | +11.2% | +7.1% |
| 1Y | +23.1% | +0.1% | +22.9% | +20.1% |
| 3Y | +220.8% | -1.0% | +221.8% | +204.7% |
| 5Y | +112.4% | +10.6% | +101.8% | +82.9% |
| All | +207.2% | +127.3% | +79.9% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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