+216.8%
CB vs HSY
+122.8%
+94.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | -0.6% | -1.6% | +0.9% | 0.0% |
| 30D | -3.9% | -4.2% | +0.3% | -2.3% |
| 3M | +4.9% | -0.7% | +5.6% | +4.9% |
| 6M | +3.3% | -21.8% | +25.0% | +13.1% |
| YTD | +8.5% | -2.7% | +11.2% | +8.2% |
| 1Y | +22.1% | -4.8% | +26.9% | +22.3% |
| 3Y | +70.1% | -9.4% | +79.5% | +70.2% |
| 5Y | +97.4% | +11.3% | +86.1% | +72.3% |
| 10Y | +216.8% | +125.0% | +91.8% | +116.7% |
| All | +216.8% | +122.8% | +94.0% | +116.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling