-89.7%
CDE vs HSY
+4,405.8%
-4,495.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +2.3% | -1.6% | +3.8% | +2.6% |
| 30D | +18.8% | -4.2% | +23.0% | +19.8% |
| 3M | +23.5% | -0.7% | +24.2% | +23.3% |
| 6M | -8.6% | -21.8% | +13.1% | -4.5% |
| YTD | +16.0% | -2.7% | +18.7% | +15.7% |
| 1Y | +42.1% | -4.8% | +46.9% | +42.1% |
| 3Y | +835.9% | -9.4% | +845.3% | +831.8% |
| 5Y | +197.6% | +11.3% | +186.3% | +184.7% |
| 10Y | +39.6% | +125.0% | -85.5% | +21.0% |
| All | -89.7% | +4,405.8% | -4,495.4% | -87.1% |
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 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