+76.6%
CB vs HSY
-11.4%
+88.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.7% |
| 7D | +0.5% | -3.3% | +3.8% | +1.0% |
| 30D | -3.1% | -2.8% | -0.3% | -2.7% |
| 3M | +9.0% | -4.5% | +13.4% | +9.7% |
| 6M | +2.9% | -24.2% | +27.1% | +7.0% |
| YTD | +10.1% | -2.7% | +12.8% | +10.2% |
| 1Y | +22.8% | -3.7% | +26.5% | +22.9% |
| All | +76.6% | -11.4% | +88.0% | +78.0% |
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