+73.9%
CTVA vs HSY
-9.3%
+83.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | +11.3% | -5.2% | +16.5% | +12.1% |
| 3M | +12.3% | -3.4% | +15.7% | +12.7% |
| 6M | +7.2% | -19.2% | +26.4% | +9.9% |
| YTD | +26.0% | -2.6% | +28.6% | +25.6% |
| 1Y | +16.0% | -3.8% | +19.8% | +15.6% |
| 3Y | +73.9% | -10.6% | +84.5% | +65.5% |
| All | +73.9% | -9.3% | +83.2% | +65.5% |
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 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