+509.1%
CIEN vs HSY
+10.6%
+498.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -1.0% |
| 7D | -4.6% | -3.0% | -1.6% | -4.6% |
| 30D | -12.8% | -5.0% | -7.8% | -12.9% |
| 3M | -23.1% | -1.3% | -21.8% | -23.2% |
| 6M | +6.1% | -21.5% | +27.6% | +7.1% |
| YTD | +44.5% | -3.3% | +47.8% | +45.0% |
| 1Y | +176.6% | -5.5% | +182.1% | +177.7% |
| 3Y | +601.0% | -9.9% | +610.9% | +622.0% |
| 5Y | +509.1% | +11.3% | +497.8% | +490.3% |
| All | +509.1% | +10.6% | +498.5% | +490.3% |
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