+322.1%
CORZ vs HSY
-1.1%
+323.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.3% |
| 7D | +23.5% | -2.1% | +25.6% | +22.1% |
| 30D | +7.5% | +6.1% | +1.4% | +11.9% |
| 3M | -26.6% | -5.6% | -21.0% | -27.7% |
| 6M | -39.5% | -9.5% | -30.0% | -40.5% |
| YTD | -0.3% | -2.1% | +1.8% | +2.9% |
| 1Y | -4.2% | +0.8% | -5.0% | +0.3% |
| All | +322.1% | -1.1% | +323.2% | +381.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling