+1,907.2%
CVS vs HSY
+4,402.6%
-2,495.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | +4.0% | -3.3% | +7.2% | +5.0% |
| 30D | -2.4% | -2.8% | +0.4% | -1.6% |
| 3M | +2.7% | -4.5% | +7.1% | +3.7% |
| 6M | +21.9% | -24.2% | +46.1% | +32.3% |
| YTD | +24.7% | -2.7% | +27.5% | +24.7% |
| 1Y | +35.4% | -3.7% | +39.2% | +35.5% |
| 3Y | +65.2% | -11.5% | +76.7% | +66.5% |
| 5Y | +30.5% | +10.3% | +20.2% | +21.7% |
| 10Y | +40.4% | +122.1% | -81.8% | +3.1% |
| All | +1,907.2% | +4,402.6% | -2,495.5% | +451.3% |
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 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