-64.8%
CSGP vs HSY
+10.4%
-75.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.2% |
| 7D | -4.1% | -3.3% | -0.8% | -3.4% |
| 30D | +2.3% | -2.8% | +5.1% | +3.0% |
| 3M | -8.2% | -4.5% | -3.7% | -7.3% |
| 6M | -35.1% | -24.2% | -10.8% | -32.1% |
| YTD | -54.0% | -2.7% | -51.3% | -54.1% |
| 1Y | -65.3% | -3.7% | -61.6% | -65.4% |
| 3Y | -62.6% | -11.5% | -51.1% | -62.1% |
| All | -64.8% | +10.4% | -75.1% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling