+45.9%
CSCO vs HSY
+10.7%
+35.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.5% | +1.1% |
| 7D | -6.1% | +6.6% | -12.6% | -5.3% |
| 30D | -8.2% | +8.4% | -16.5% | -7.4% |
| 3M | -14.6% | -1.8% | -12.8% | -14.3% |
| 6M | +12.7% | -2.6% | +15.3% | +12.3% |
| YTD | +37.0% | -2.0% | +39.0% | +40.6% |
| 1Y | +45.9% | +8.3% | +37.6% | +48.5% |
| All | +45.9% | +10.7% | +35.2% | +48.5% |
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