+287.5%
CAH vs HSY
+128.6%
+158.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | +0.2% | -5.2% | +5.4% | +1.8% |
| 3M | +6.3% | -3.4% | +9.7% | +7.1% |
| 6M | +9.4% | -19.2% | +28.6% | +16.4% |
| YTD | +15.0% | -2.6% | +17.6% | +15.3% |
| 1Y | +55.4% | -3.8% | +59.2% | +55.9% |
| 3Y | +173.8% | -10.6% | +184.4% | +177.0% |
| 5Y | +395.2% | +12.3% | +382.9% | +351.1% |
| All | +287.5% | +128.6% | +158.9% | +238.1% |
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