+71.5%
CDNS vs HSY
+10.6%
+60.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -7.2% | -3.0% | -4.2% | -7.1% |
| 30D | -14.3% | -5.0% | -9.2% | -14.2% |
| 3M | -27.2% | -1.3% | -25.9% | -27.2% |
| 6M | -4.5% | -21.5% | +17.0% | -3.0% |
| YTD | -9.0% | -3.3% | -5.7% | -9.3% |
| 1Y | -21.3% | -5.5% | -15.8% | -21.4% |
| 3Y | +19.6% | -9.9% | +29.5% | +21.2% |
| 5Y | +71.5% | +11.3% | +60.2% | +57.1% |
| All | +71.5% | +10.6% | +60.9% | +57.1% |
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 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