+895.8%
CCI vs HSY
+959.6%
-63.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -0.4% | -3.3% | +2.9% | +0.5% |
| 30D | +2.7% | -2.8% | +5.5% | +3.5% |
| 3M | -18.2% | -4.5% | -13.7% | -17.3% |
| 6M | -14.8% | -24.2% | +9.4% | -8.2% |
| YTD | -12.6% | -2.7% | -9.9% | -12.7% |
| 1Y | -16.7% | -3.7% | -13.0% | -16.8% |
| 3Y | -10.5% | -11.5% | +1.0% | -9.6% |
| 5Y | -51.4% | +10.3% | -61.8% | -54.1% |
| 10Y | +20.0% | +122.1% | -102.1% | -4.0% |
| All | +895.8% | +959.6% | -63.8% | +566.0% |
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 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