+32.9%
CVS vs HSY
-3.8%
+36.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | +1.9% | -3.4% | +5.4% | +2.6% |
| 3M | -2.2% | -0.5% | -1.7% | -2.2% |
| 6M | +26.7% | -19.1% | +45.9% | +31.6% |
| YTD | +22.9% | -2.1% | +24.9% | +23.2% |
| 1Y | +32.9% | -3.2% | +36.1% | +33.2% |
| All | +32.9% | -3.8% | +36.7% | +33.2% |
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