+15.6%
HSY vs CAPR
+142.6%
-127.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.7% | -4.3% | +0.4% |
| 7D | +7.5% | +41.1% | -33.5% | +7.7% |
| 30D | +11.1% | +11.1% | 0.0% | +11.1% |
| 3M | -1.9% | +115.3% | -117.2% | -1.5% |
| 6M | -3.0% | -73.8% | +70.8% | -3.3% |
| YTD | 0.0% | -68.8% | +68.9% | -0.1% |
| 1Y | +9.4% | +43.3% | -33.9% | +10.6% |
| 3Y | +3.8% | +214.7% | -210.9% | +2.9% |
| All | +15.6% | +142.6% | -127.0% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 5y: compounded portfolio wealth divided by compounded CAPR 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…
5y analysis · Full analysis span regression · 6 months rolling