+11.5%
CLF vs HSY
-3.3%
+14.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.7% | -1.7% |
| 7D | +6.5% | -1.6% | +8.1% | +6.8% |
| 30D | +0.2% | -4.2% | +4.5% | +0.7% |
| 3M | -3.1% | -0.7% | -2.4% | -3.5% |
| 6M | +25.0% | -21.8% | +46.8% | +33.5% |
| YTD | -7.5% | -2.7% | -4.8% | -5.7% |
| 1Y | +11.5% | -4.8% | +16.3% | +11.2% |
| All | +11.5% | -3.3% | +14.8% | +11.2% |
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 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