+114.0%
CSCO vs HSY
+13.1%
+100.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.5% | -1.6% | +1.0% | -0.3% |
| 30D | -10.1% | -4.2% | -5.9% | -9.7% |
| 3M | -11.7% | -0.7% | -11.0% | -11.8% |
| 6M | +40.1% | -21.8% | +61.9% | +44.9% |
| YTD | +43.8% | -2.7% | +46.5% | +43.7% |
| 1Y | +66.6% | -4.8% | +71.4% | +66.9% |
| 3Y | +108.5% | -9.4% | +117.9% | +111.8% |
| 5Y | +114.0% | +11.3% | +102.7% | +97.4% |
| All | +114.0% | +13.1% | +100.8% | +97.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling