+74.9%
CB vs HSY
-0.5%
+75.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | +2.9% | -2.1% | +5.1% | +3.3% |
| 30D | +7.3% | +6.1% | +1.2% | +6.2% |
| 3M | +9.4% | -5.6% | +15.0% | +10.3% |
| 6M | +19.6% | -9.5% | +29.2% | +21.0% |
| YTD | +21.5% | -2.1% | +23.6% | +21.4% |
| 1Y | +28.0% | +0.8% | +27.2% | +27.3% |
| 3Y | +74.9% | -2.1% | +77.0% | +72.1% |
| All | +74.9% | -0.5% | +75.4% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling