+7,463.6%
CI vs HSY
+4,402.6%
+3,060.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | +1.3% | -3.3% | +4.6% | +2.5% |
| 30D | +4.4% | -2.8% | +7.3% | +5.5% |
| 3M | +0.7% | -4.5% | +5.1% | +2.0% |
| 6M | +0.3% | -24.2% | +24.6% | +10.1% |
| YTD | +3.8% | -2.7% | +6.5% | +4.0% |
| 1Y | -5.5% | -3.7% | -1.8% | -5.1% |
| 3Y | +8.1% | -11.5% | +19.6% | +9.8% |
| 5Y | +42.8% | +10.3% | +32.5% | +33.2% |
| 10Y | +143.9% | +122.1% | +21.8% | +78.3% |
| All | +7,463.6% | +4,402.6% | +3,060.9% | +2,069.1% |
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