+10,197.9%
CRS vs HSY
+4,402.6%
+5,795.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.0% |
| 7D | -0.2% | -3.3% | +3.1% | +0.8% |
| 30D | -16.6% | -2.8% | -13.8% | -16.1% |
| 3M | -3.5% | -4.5% | +1.0% | -2.8% |
| 6M | +15.4% | -24.2% | +39.7% | +24.5% |
| YTD | +51.2% | -2.7% | +53.9% | +50.5% |
| 1Y | +98.3% | -3.7% | +102.0% | +97.5% |
| 3Y | +651.5% | -11.5% | +663.0% | +648.1% |
| 5Y | +1,411.1% | +10.3% | +1,400.8% | +1,284.1% |
| 10Y | +1,424.3% | +122.1% | +1,302.2% | +1,019.3% |
| All | +10,197.9% | +4,402.6% | +5,795.3% | +4,665.2% |
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