+69.3%
CCI vs HSY
+128.6%
-59.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +2.5% | -2.1% | +4.7% | +3.4% |
| 30D | +14.4% | +6.1% | +8.3% | +11.1% |
| 3M | +21.7% | -5.6% | +27.3% | +24.2% |
| 6M | +4.0% | -9.5% | +13.6% | +7.8% |
| YTD | +6.2% | -2.1% | +8.3% | +4.6% |
| 1Y | +5.4% | +0.8% | +4.6% | +2.3% |
| 3Y | +11.7% | -2.1% | +13.9% | +6.8% |
| 5Y | -35.6% | +11.2% | -46.9% | -44.2% |
| All | +69.3% | +128.6% | -59.3% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling