+406.7%
CAH vs HSY
+11.4%
+395.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.2% | -3.0% | +0.7% | -1.6% |
| 30D | +1.2% | -5.0% | +6.2% | +2.3% |
| 3M | +13.1% | -1.3% | +14.4% | +13.2% |
| 6M | +8.5% | -21.5% | +30.0% | +14.0% |
| YTD | +17.6% | -3.3% | +20.9% | +18.5% |
| 1Y | +60.7% | -5.5% | +66.1% | +62.4% |
| 3Y | +183.2% | -9.9% | +193.1% | +189.9% |
| All | +406.7% | +11.4% | +395.3% | +361.3% |
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