+15,232.8%
CAH vs HSY
+4,402.6%
+10,830.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +5.4% | -3.3% | +8.7% | +6.4% |
| 30D | +3.3% | -2.8% | +6.1% | +4.1% |
| 3M | +22.8% | -4.5% | +27.3% | +24.0% |
| 6M | +11.3% | -24.2% | +35.5% | +19.6% |
| YTD | +21.1% | -2.7% | +23.9% | +21.5% |
| 1Y | +67.2% | -3.7% | +71.0% | +67.6% |
| 3Y | +195.6% | -11.5% | +207.1% | +197.8% |
| 5Y | +413.8% | +10.3% | +403.5% | +384.4% |
| 10Y | +309.6% | +122.1% | +187.5% | +215.8% |
| All | +15,232.8% | +4,402.6% | +10,830.1% | +5,700.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling