+41.1%
CLS vs HSY
-3.5%
+44.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.4% |
| 7D | +4.6% | -3.3% | +7.9% | +3.4% |
| 30D | -13.9% | -2.8% | -11.1% | -14.6% |
| 3M | -26.6% | -4.5% | -22.1% | -26.9% |
| 6M | +15.4% | -24.2% | +39.6% | +16.0% |
| YTD | +5.7% | -2.7% | +8.4% | +9.9% |
| 1Y | +41.1% | -3.7% | +44.9% | +46.2% |
| All | +41.1% | -3.5% | +44.7% | +46.2% |
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