-59.7%
CSGP vs HSY
0.0%
-59.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.6% | +4.8% | +2.9% |
| 7D | -1.8% | +1.3% | -3.1% | -2.2% |
| 30D | +5.3% | +6.6% | -1.3% | +4.0% |
| 3M | +3.3% | -4.1% | +7.4% | +4.0% |
| 6M | -4.7% | -5.2% | +0.6% | -4.2% |
| YTD | -53.5% | -2.5% | -51.0% | -53.8% |
| 1Y | -53.7% | +4.7% | -58.5% | -54.6% |
| 3Y | -59.7% | +0.6% | -60.3% | -60.8% |
| All | -59.7% | 0.0% | -59.7% | -60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling