+7,131.2%
CB vs HSY
+2,748.4%
+4,382.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.9% |
| 7D | +0.2% | +7.5% | -7.3% | -2.2% |
| 30D | +9.1% | +11.1% | -2.0% | +5.2% |
| 3M | +3.4% | -1.9% | +5.3% | +3.9% |
| 6M | +14.1% | -3.0% | +17.1% | +14.7% |
| YTD | +18.0% | 0.0% | +18.0% | +16.7% |
| 1Y | +30.1% | +9.4% | +20.7% | +24.7% |
| 3Y | +71.8% | +3.8% | +68.0% | +63.6% |
| 5Y | +101.8% | +15.2% | +86.7% | +83.7% |
| 10Y | +252.1% | +126.9% | +125.3% | +155.1% |
| All | +7,131.2% | +2,748.4% | +4,382.9% | +2,914.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling