+412.4%
CPRT vs HSY
+124.3%
+288.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -0.4% | -3.0% | +2.5% | +0.5% |
| 30D | +8.2% | -5.0% | +13.3% | +9.9% |
| 3M | +2.3% | -1.3% | +3.6% | +2.7% |
| 6M | -14.7% | -21.5% | +6.8% | -8.7% |
| YTD | -18.2% | -3.3% | -14.9% | -18.0% |
| 1Y | -33.4% | -5.5% | -27.9% | -32.9% |
| 3Y | -28.3% | -9.9% | -18.4% | -27.9% |
| 5Y | -9.8% | +11.3% | -21.2% | -19.0% |
| 10Y | +412.4% | +128.1% | +284.3% | +263.8% |
| All | +412.4% | +124.3% | +288.1% | +263.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling