+3,388.4%
CSGP vs HSY
+877.4%
+2,511.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.0% |
| 7D | +13.9% | +10.7% | +3.2% | +11.2% |
| 30D | +16.0% | +10.3% | +5.7% | +13.5% |
| 3M | +6.1% | -0.4% | +6.5% | +6.4% |
| 6M | -8.2% | -2.5% | -5.6% | -7.5% |
| YTD | -52.3% | -0.3% | -52.0% | -52.5% |
| 1Y | -54.5% | +7.6% | -62.1% | -55.6% |
| 3Y | -58.6% | +3.2% | -61.8% | -59.7% |
| 5Y | -61.5% | +14.7% | -76.2% | -63.7% |
| 10Y | +74.7% | +126.0% | -51.4% | +40.7% |
| All | +3,388.4% | +877.4% | +2,511.1% | +2,486.4% |
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