+1,776.3%
CVS vs HSY
+4,406.3%
-2,630.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +10.4% | -2.3% | +12.7% | +11.2% |
| 30D | +3.3% | +6.3% | -3.0% | +1.0% |
| 3M | -4.5% | -5.2% | +0.7% | -3.3% |
| 6M | -4.4% | -8.3% | +3.9% | -2.5% |
| YTD | +16.6% | -2.7% | +19.3% | +16.1% |
| 1Y | +15.3% | +0.1% | +15.2% | +13.7% |
| 3Y | +48.6% | -1.0% | +49.6% | +43.9% |
| 5Y | +12.9% | +10.6% | +2.3% | +4.9% |
| 10Y | +63.2% | +127.0% | -63.8% | +18.9% |
| All | +1,776.3% | +4,406.3% | -2,630.0% | +413.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling