+3,264.4%
CSGP vs HSY
+853.8%
+2,410.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.2% |
| 7D | -4.1% | -3.3% | -0.8% | -3.3% |
| 30D | +2.3% | -2.8% | +5.1% | +3.1% |
| 3M | -8.2% | -4.5% | -3.7% | -7.1% |
| 6M | -35.1% | -24.2% | -10.8% | -30.9% |
| YTD | -54.0% | -2.7% | -51.3% | -54.0% |
| 1Y | -65.3% | -3.7% | -61.6% | -65.3% |
| 3Y | -62.6% | -11.5% | -51.1% | -62.3% |
| 5Y | -64.8% | +10.3% | -75.2% | -66.6% |
| 10Y | +45.1% | +122.1% | -77.0% | +17.1% |
| All | +3,264.4% | +853.8% | +2,410.5% | +2,405.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling