+131.6%
C vs HSY
+13.1%
+118.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +3.2% | -1.6% | +4.7% | +3.3% |
| 30D | +1.3% | -4.2% | +5.5% | +1.5% |
| 3M | +3.1% | -0.7% | +3.8% | +3.0% |
| 6M | +29.6% | -21.8% | +51.4% | +31.9% |
| YTD | +19.0% | -2.7% | +21.6% | +18.3% |
| 1Y | +45.6% | -4.8% | +50.5% | +45.2% |
| 3Y | +269.3% | -9.4% | +278.6% | +267.8% |
| 5Y | +131.6% | +11.3% | +120.3% | +110.6% |
| All | +131.6% | +13.1% | +118.4% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling