+3,682.3%
CLS vs HSY
+10.6%
+3,671.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +0.9% |
| 7D | +20.1% | -3.0% | +23.1% | +19.2% |
| 30D | +6.0% | -5.0% | +11.1% | +4.7% |
| 3M | -10.3% | -1.3% | -9.0% | -10.1% |
| 6M | +24.5% | -21.5% | +46.0% | +19.7% |
| YTD | +12.9% | -3.3% | +16.1% | +13.8% |
| 1Y | +36.7% | -5.5% | +42.2% | +37.6% |
| 3Y | +1,328.1% | -9.9% | +1,338.0% | +1,414.8% |
| 5Y | +3,682.3% | +11.3% | +3,671.0% | +3,322.0% |
| All | +3,682.3% | +10.6% | +3,671.7% | +3,322.0% |
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 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