-55.8%
CSGP vs HSY
+6.9%
-62.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | -7.1% | +1.1% | -8.2% | -7.5% |
| 30D | +3.6% | +7.7% | -4.1% | +1.4% |
| 3M | -2.7% | -2.3% | -0.5% | -3.3% |
| 6M | -8.1% | -5.3% | -2.8% | -10.0% |
| YTD | -55.0% | -0.9% | -54.1% | -52.9% |
| 1Y | -55.8% | +5.2% | -61.0% | -54.0% |
| All | -55.8% | +6.9% | -62.7% | -54.0% |
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