+23.6%
CTAS vs HSY
+6.9%
+16.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | -0.8% | +1.1% | -1.9% | -1.1% |
| 30D | +10.7% | +7.7% | +3.0% | +8.1% |
| 3M | +11.0% | -2.3% | +13.3% | +11.5% |
| 6M | +38.7% | -5.3% | +44.1% | +39.6% |
| YTD | +21.8% | -0.9% | +22.7% | +22.6% |
| 1Y | +23.6% | +5.2% | +18.3% | +22.5% |
| All | +23.6% | +6.9% | +16.7% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling