+73.5%
CSX vs HSY
+0.7%
+72.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | +0.7% | +3.8% | -3.1% | +0.1% |
| 30D | +8.1% | +6.9% | +1.2% | +7.0% |
| 3M | +2.2% | -4.1% | +6.3% | +2.6% |
| 6M | +14.6% | -5.0% | +19.6% | +14.9% |
| YTD | +42.2% | -2.3% | +44.5% | +42.1% |
| 1Y | +47.3% | +6.1% | +41.2% | +45.5% |
| 3Y | +73.5% | -0.7% | +74.2% | +73.4% |
| All | +73.5% | +0.7% | +72.9% | +73.4% |
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 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