+18.8%
CLF vs HSY
-3.5%
+22.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.0% |
| 7D | +7.6% | -3.3% | +10.9% | +8.1% |
| 30D | -1.2% | -2.8% | +1.6% | -1.1% |
| 3M | -13.4% | -4.5% | -8.9% | -12.8% |
| 6M | +15.4% | -24.2% | +39.6% | +24.2% |
| YTD | -5.9% | -2.7% | -3.1% | -3.9% |
| 1Y | +18.8% | -3.7% | +22.6% | +19.6% |
| All | +18.8% | -3.5% | +22.4% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling