-3.4%
COR vs HSY
+6.9%
-10.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.1% |
| 7D | -1.2% | +1.1% | -2.3% | -1.6% |
| 30D | +7.6% | +7.7% | 0.0% | +5.2% |
| 3M | +5.0% | -2.3% | +7.3% | +5.3% |
| 6M | +35.3% | -5.3% | +40.6% | +36.0% |
| YTD | +4.2% | -0.9% | +5.1% | +4.7% |
| 1Y | -3.4% | +5.2% | -8.7% | -6.1% |
| All | -3.4% | +6.9% | -10.3% | -6.1% |
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