-81.6%
CHTR vs HSY
+12.0%
-93.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.9% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -3.0% | -5.2% | +2.2% | -1.5% |
| 3M | +4.8% | -3.4% | +8.2% | +5.9% |
| 6M | -35.0% | -19.2% | -15.8% | -31.6% |
| YTD | -30.2% | -2.6% | -27.5% | -29.8% |
| 1Y | -44.8% | -3.8% | -41.0% | -44.4% |
| 3Y | -66.6% | -10.6% | -55.9% | -66.1% |
| All | -81.6% | +12.0% | -93.6% | -83.4% |
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