+133.3%
CEG vs HSY
0.0%
+133.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.6% | +13.0% | +9.8% |
| 7D | +7.3% | +1.3% | +6.0% | +7.8% |
| 30D | -7.4% | +6.6% | -14.0% | -5.7% |
| 3M | +2.5% | -4.1% | +6.6% | +2.1% |
| 6M | -8.8% | -5.2% | -3.5% | -9.0% |
| YTD | -21.5% | -2.5% | -19.0% | -20.2% |
| 1Y | -22.5% | +4.7% | -27.3% | -19.6% |
| 3Y | +133.3% | +0.6% | +132.8% | +142.9% |
| All | +133.3% | 0.0% | +133.4% | +142.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling