+34.0%
CDE vs HSY
-4.1%
+38.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +9.5% | -5.2% | +14.7% | +9.2% |
| 3M | +25.5% | -3.4% | +28.9% | +26.0% |
| 6M | -7.9% | -19.2% | +11.3% | -7.7% |
| YTD | +15.6% | -2.6% | +18.2% | +19.4% |
| 1Y | +34.0% | -3.8% | +37.8% | +33.1% |
| All | +34.0% | -4.1% | +38.2% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling