+17,451.9%
COR vs HSY
+2,609.5%
+14,842.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.6% |
| 7D | +2.8% | -3.3% | +6.1% | +3.7% |
| 30D | +4.5% | -2.8% | +7.4% | +5.3% |
| 3M | +22.7% | -4.5% | +27.2% | +23.9% |
| 6M | -9.7% | -24.2% | +14.5% | -3.4% |
| YTD | -1.4% | -2.7% | +1.3% | -1.2% |
| 1Y | +13.9% | -3.7% | +17.7% | +14.2% |
| 3Y | +94.0% | -11.5% | +105.4% | +95.4% |
| 5Y | +184.0% | +10.3% | +173.7% | +168.7% |
| 10Y | +406.8% | +122.1% | +284.6% | +299.0% |
| All | +17,451.9% | +2,609.5% | +14,842.4% | +9,212.1% |
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 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