+3.5%
CCL vs HSY
+13.1%
-9.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -0.1% | -1.6% | +1.4% | -0.1% |
| 30D | -20.0% | -4.2% | -15.7% | -19.8% |
| 3M | -13.7% | -0.7% | -12.9% | -13.6% |
| 6M | -9.0% | -21.8% | +12.8% | -8.6% |
| YTD | -22.8% | -2.7% | -20.1% | -22.4% |
| 1Y | -25.3% | -4.8% | -20.5% | -24.9% |
| 3Y | +54.1% | -9.4% | +63.4% | +56.3% |
| 5Y | +3.5% | +11.3% | -7.8% | +1.4% |
| All | +3.5% | +13.1% | -9.7% | +1.4% |
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