+43.6%
CVE vs HSY
-25.2%
+68.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.5% |
| 7D | +2.5% | -3.3% | +5.8% | +1.9% |
| 30D | +16.7% | -2.8% | +19.6% | +16.2% |
| 3M | +9.3% | -4.5% | +13.8% | +8.8% |
| 6M | +43.6% | -24.2% | +67.8% | +44.3% |
| All | +43.6% | -25.2% | +68.8% | +44.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling