+1,761.1%
CLS vs HSY
+121.1%
+1,640.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | -13.9% | +3.8% | -17.7% | -14.2% |
| 30D | -38.2% | +6.9% | -45.1% | -38.7% |
| 3M | -28.8% | -4.1% | -24.8% | -28.6% |
| 6M | -40.4% | -5.0% | -35.4% | -40.5% |
| YTD | -24.3% | -2.3% | -22.0% | -24.8% |
| 1Y | -35.0% | +6.1% | -41.1% | -36.4% |
| 3Y | +778.7% | -0.7% | +779.4% | +736.5% |
| 5Y | +1,884.8% | +9.9% | +1,875.0% | +1,623.2% |
| 10Y | +1,761.1% | +127.8% | +1,633.3% | +1,216.0% |
| All | +1,761.1% | +121.1% | +1,640.0% | +1,216.0% |
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