+19.6%
CCI vs HSY
+130.0%
-110.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -3.0% | -2.3% |
| 7D | -4.4% | -0.4% | -4.0% | -4.2% |
| 30D | +0.3% | -3.4% | +3.8% | +1.8% |
| 3M | -20.0% | -0.5% | -19.5% | -20.0% |
| 6M | -14.5% | -19.1% | +4.6% | -6.8% |
| YTD | -14.9% | -2.1% | -12.8% | -15.8% |
| 1Y | -17.7% | -3.2% | -14.4% | -18.5% |
| 3Y | -12.4% | -8.8% | -3.6% | -12.7% |
| 5Y | -50.1% | +13.0% | -63.1% | -57.0% |
| All | +19.6% | +130.0% | -110.4% | -23.5% |
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