+612.8%
CRS vs HSY
-8.8%
+621.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.5% | -2.1% |
| 7D | -4.1% | -0.4% | -3.7% | -4.1% |
| 30D | -16.6% | -3.4% | -13.1% | -16.8% |
| 3M | -14.3% | -0.5% | -13.8% | -14.2% |
| 6M | +11.6% | -19.1% | +30.7% | +11.2% |
| YTD | +42.6% | -2.1% | +44.6% | +43.6% |
| 1Y | +81.8% | -3.2% | +85.1% | +82.9% |
| All | +612.8% | -8.8% | +621.6% | +676.3% |
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