-24.7%
CLX vs HSY
-3.8%
-20.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.5% |
| 7D | -5.9% | -0.4% | -5.4% | -5.7% |
| 30D | -17.0% | -3.4% | -13.6% | -15.8% |
| 3M | -9.6% | -0.5% | -9.1% | -9.4% |
| 6M | -21.5% | -19.1% | -2.4% | -15.8% |
| YTD | -8.8% | -2.1% | -6.7% | -7.5% |
| 1Y | -24.7% | -3.2% | -21.4% | -23.8% |
| All | -24.7% | -3.8% | -20.9% | -23.8% |
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