+103.2%
CB vs HSY
+14.9%
+88.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.9% |
| 7D | +0.2% | +7.5% | -7.3% | -1.4% |
| 30D | +9.1% | +11.1% | -2.0% | +6.4% |
| 3M | +3.4% | -1.9% | +5.3% | +3.7% |
| 6M | +14.1% | -3.0% | +17.1% | +14.4% |
| YTD | +18.0% | 0.0% | +18.0% | +17.1% |
| 1Y | +30.1% | +9.4% | +20.7% | +26.4% |
| 3Y | +71.8% | +3.8% | +68.0% | +65.5% |
| All | +103.2% | +14.9% | +88.3% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling