-34.1%
CORZ vs HSY
+5.2%
-39.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.6% | +10.7% | +6.3% |
| 7D | +1.7% | +1.3% | +0.4% | +3.5% |
| 30D | -17.5% | +6.6% | -24.1% | -12.9% |
| 3M | -39.5% | -4.1% | -35.3% | -39.9% |
| 6M | -44.5% | -5.2% | -39.3% | -44.3% |
| YTD | -12.6% | -2.5% | -10.1% | -5.1% |
| All | -34.1% | +5.2% | -39.3% | -22.3% |
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