-53.3%
CSGP vs HSY
+10.7%
-64.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.1% | +2.5% |
| 7D | +18.3% | +6.6% | +11.7% | +15.7% |
| 30D | +17.8% | +8.4% | +9.4% | +15.4% |
| 3M | +9.3% | -1.8% | +11.0% | +9.1% |
| 6M | -7.9% | -2.6% | -5.3% | -8.5% |
| YTD | -51.5% | -2.0% | -49.6% | -50.4% |
| 1Y | -53.3% | +8.3% | -61.6% | -54.6% |
| All | -53.3% | +10.7% | -64.0% | -54.6% |
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