+27.2%
CB vs HSY
+2.9%
+24.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.8% |
| 7D | 0.0% | -2.3% | +2.4% | +0.6% |
| 30D | +7.4% | +6.3% | +1.1% | +5.9% |
| 3M | +8.6% | -5.2% | +13.8% | +9.5% |
| 6M | +16.1% | -8.3% | +24.4% | +17.1% |
| YTD | +20.2% | -2.7% | +22.8% | +21.2% |
| 1Y | +27.2% | +0.1% | +27.1% | +27.7% |
| All | +27.2% | +2.9% | +24.3% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling