+7,857.7%
CI vs HSY
+4,411.2%
+3,446.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.6% |
| 7D | +0.1% | +1.3% | -1.2% | -0.4% |
| 30D | +4.7% | +6.6% | -1.9% | +2.2% |
| 3M | +5.2% | -4.1% | +9.3% | +6.6% |
| 6M | +3.8% | -5.2% | +9.0% | +5.3% |
| YTD | +9.2% | -2.5% | +11.8% | +9.2% |
| 1Y | +14.3% | +4.7% | +9.5% | +11.3% |
| 3Y | +8.4% | +0.6% | +7.9% | +5.1% |
| 5Y | +50.0% | +11.7% | +38.4% | +39.3% |
| 10Y | +142.2% | +120.0% | +22.2% | +77.7% |
| All | +7,857.7% | +4,411.2% | +3,446.5% | +2,177.7% |
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