+1,146.8%
CIEN vs HSY
+128.6%
+1,018.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.1% | -4.7% |
| 7D | +15.3% | -2.1% | +17.4% | +15.6% |
| 30D | -22.0% | +6.1% | -28.1% | -23.3% |
| 3M | -36.6% | -5.6% | -31.0% | -36.2% |
| 6M | -51.5% | -9.5% | -41.9% | -50.9% |
| YTD | +20.0% | -2.1% | +22.1% | +18.5% |
| 1Y | +44.5% | +0.8% | +43.7% | +41.5% |
| 3Y | +539.0% | -2.1% | +541.2% | +514.2% |
| 5Y | +356.8% | +11.2% | +345.6% | +305.9% |
| All | +1,146.8% | +128.6% | +1,018.3% | +844.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling