+2,806.9%
CLX vs HSY
+4,431.8%
-1,624.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | +9.5% | -2.1% | +11.6% | +10.2% |
| 30D | +30.7% | +6.1% | +24.6% | +28.0% |
| 3M | +4.2% | -5.6% | +9.9% | +6.1% |
| 6M | +22.1% | -9.5% | +31.7% | +25.8% |
| YTD | +14.1% | -2.1% | +16.2% | +14.3% |
| 1Y | +10.3% | +0.8% | +9.5% | +9.5% |
| 3Y | -7.8% | -2.1% | -5.7% | -9.2% |
| 5Y | -20.8% | +11.2% | -32.1% | -25.2% |
| 10Y | +31.9% | +128.3% | -96.4% | -2.3% |
| All | +2,806.9% | +4,431.8% | -1,624.9% | +714.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling